Practical Behavioral Finance
Risk & Behavioral Profile is our practical behavioral finance module designed to help you better understand investor behavior. It breaks investor behavi...
Tue, 20 Jan, 2026 at 10:17 AM
Follow these best practices to avoid overwhelming clients during onboarding, while still allowing room for continued education and growth. 1. We recomm...
Wed, 21 Jan, 2026 at 10:40 AM
When clients experience cognitive decline due to the onset of Alzheimer’s or dementia, they become more vulnerable to scams, coercion, and manipulation. ...
Wed, 21 Jan, 2026 at 10:40 AM
Investor type helps advisors better understand how clients behave when the market goes up and down. Adapted from research by Dr. Andrew Lo of MIT, a short q...
Wed, 21 Jan, 2026 at 10:59 AM
In Andes Risk, we offer predefined questionnaires, such as the Risk Tolerance Plus flow, that you can send to your clients. You also have the option to crea...
Wed, 21 Jan, 2026 at 11:17 AM