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The Growth & Compliance Blueprint: Elevate AUM, enhance client engagement, and protect your business.

Investors are not always rational—emotions, biases, and psychological tendencies often influence their decisions. As wealth managers, it's crucial to recognize and guide clients through these behaviours to achieve better financial results.

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Unowa and Yainvest: From schools to the prosperous future, we take action to foster Financial Inclusion in Emerging Markets

July 17, 2024 - Lisbon/Baar/Astana - We are excited to announce a new collaboration between Yainvest, a leading innovator in applied behavioral finance technologies for wealth management, and Unowa, a recognized provider of inclusive educational solutions. Together, we are launching new inclusive educational courses that will teach Swiss wealth management know-how in primary schools in developing markets.

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Etops and Yainvest Announce Partnership to increase Trust and Transparency through Improved Risk Profiles.

April 30, 2024 – Cham/Baar/London – Etops, a leading financial services provider, and Yainvest, a third-generation behavioural finance profiling and risk engine, are excited to announce their strategic partnership aimed at redefining the landscape of wealth management services.

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The science behind behavioural coaching

Investing is constantly accompanied by strong emotions: Worry about the future, euphoria, fear – of losses or of missing out on lucrative trends.

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Mind the Gap: A report on investor returns in the U.S.

The persistent gap between the returns investors actually experience and reported total returns makes cash flow timing one of the most significant factors.

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Swiss WealthTech Landscape Report 2024

The goal of the report is to collate relevant, insightful content and comments from both wealth managers and vendors operating in a specific region.

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Behavioral finance: The psychology of investing

This report aims to provide you with insight on the emotional and psychological influence that can impact our financial decisions.