andeswealth

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So far andeswealth has created 56 blog entries.

Seeking Differentiation in Wealth Management: Andes Wealth in Wealth Management 2022 Market Outlook

2023-12-21T12:50:24-05:00

Andes Wealth CEO Helen Yang, CFA, published an article recently in the Wealth Management 2022 Market Outlook entitled "Seeking Differentiation in Wealth Management." To fundamentally transform the traditional cookie-cutter service, we need a new theory, and this theory is the Adaptive Markets Theory. Developed by Dr. Andrew Lo from MIT, the Adaptive Market Theory reconciles behavioral finance with efficient markets.

Seeking Differentiation in Wealth Management: Andes Wealth in Wealth Management 2022 Market Outlook2023-12-21T12:50:24-05:00

Using Deep Analytics to Align Risk Perception

2023-12-21T12:43:06-05:00

CEO Helen Yang recently published an article on AdvisorPerspectives.com entitled "Using Deep Analytics to Align Risk Perception." Our perception of the market is influenced by recent events, a behavioral trait known as the “recency bias.” Risk perception is an integral part of a risk-measurement framework, and irrational responses are often triggered by the wrong perception of market risk.

Using Deep Analytics to Align Risk Perception2023-12-21T12:43:06-05:00

The Disconnect Between Risk Tolerance Questionnaire and Portfolio Decision

2023-12-21T12:40:13-05:00

Andes Wealth CEO Helen Yang was recently featured in the WealthManagement.com Midyear Outlook with an article entitled "The Disconnect Between Risk Tolerance Questionnaire and Portfolio Decision." “Many firms use model portfolios to standardize their investment practices, and the most direct approach is to ask the client to pick a model in the model set based on the upside/downside tradeoff that the client is most comfortable with (see chart). It is like going to a café that offers salad, soup, sandwich, and hamburger, and you pick one based on your appetite.”

The Disconnect Between Risk Tolerance Questionnaire and Portfolio Decision2023-12-21T12:40:13-05:00

Helen Yang featured in Tina Powell’s podcast “In The Suite”

2023-12-21T12:36:53-05:00

CEO Helen Yang was a recent guest on the In the Suite podcast. Listen and hear more about how In 2017, Helen created her own company under the name Andes Wealth Technologies. She was one of the first females to have found a FinTech company in a male-dominated industry. Furthermore, it was the first company to combine behavioral finance with analytics to help financial advisors drastically improve practice management and deliver a client experience like never before.

Helen Yang featured in Tina Powell’s podcast “In The Suite”2023-12-21T12:36:53-05:00
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