Practical Behavioral Finance
AccuProfile® is our practical behavioral finance module. It breaks down the investor behavior into the following aspects: Investor type, such as passive i...
Mon, 3 Apr, 2023 at 9:56 AM
Follow the best practices below so you do not overwhelm clients during onboarding, while providing room for continued education and growth. 1. We recomm...
Tue, 24 Jan, 2023 at 11:42 AM
When clients suffer from cognitive declines due to the onset of Alzheimer’s and dementia, they become more vulnerable to scams, coercions, and manipulations...
Sun, 4 Apr, 2021 at 9:34 PM
Common Investor Types Investor type helps advisors better understand how clients behave when the market goes up and down. Adapted from the research by D...
Mon, 12 Feb, 2024 at 10:57 AM
In Andes Risk, we offer predefined questionnaires, such as the Risk Tolerance Plus Flow, that you can send to your clients. Additionally, you have the optio...
Tue, 27 Aug, 2024 at 11:03 AM