FCA’s targeted support framework could be neither well-targeted, nor very supportive
Unless behavioural differences are taken into account, the framework risks offering solutions that are only superficially suitable, writes Greg B Davies
Oxford Risk
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Oxford Risk launches ‘Investor Personas’ client behaviour tool
Designed for integration into existing platforms
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Treating vulnerable customers fairly: What does this mean in practice?
Oxford Risk’s Greg B Davies looks at the importance of having a robust process for monitoring vulnerable clients
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Women saving £80,000 less for retirement than men
Men over 55 have £209,000 saved on average, compared to £128,000 for women
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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
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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