The role of financial personality in retirement income planning
Securing an income is no-longer purely a mathematical calculation, writes Oxford Risk’s Greg B Davies
Oxford Risk
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Mabel Insights teams with Oxford Risk to roll out portfolio comparison tool
Tool includes all risk-mapped funds and portfolios from Oxford Risk
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Risk Capacity and Capacity for Loss: Defining the Difference
Oxford Risk’s Greg B Davies attempts to clear up one of the most common and consequential confusions in financial advice
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The role of risk capacity in retirement income advice
Oxford Risk’s Greg B Davies says sufficiently robust calculation methodology is lacking
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Using AI in wealth management: Best practices
Oxford Risk’s Greg Davies on the opportunities and pitfalls of AI
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Oxford Risk teams-up with Intelliflo on suitability service for advisers
Service aims to improve client outcomes and help with Consumer Duty
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Wealth Dynamix and Oxford Risk partner-up
Aiming to integrate behavioural science into the client lifecycle
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How should risk tolerance assessments differ between accumulation and decumulation?
Oxford Risk’s Greg Davies digs into the key issues
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Advice suitability complaints rising and upheld more often – Oxford Risk
41% of complaints against financial advisers in 2022/23 were upheld
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Increasing investor engagement with personalised behavioural interventions
Oxford Risk’s Greg Davies writes how technology can help advisers adopt a more personal touch with investors
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Advisers ‘on dangerous ground’ with tick-box approach to Consumer Duty
Must move away from a product-specific focus
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How to meet financial regulation in the letter and the spirit of the law
Suitability regulations should be more than a box-ticking exercise, writes Oxford Risk’s Greg Davies