How should risk tolerance assessments differ between accumulation and decumulation?
Oxford Risk’s Greg Davies digs into the key issues
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Oxford Risk’s Greg Davies digs into the key issues
41% of complaints against financial advisers in 2022/23 were upheld
Oxford Risk’s Greg Davies writes how technology can help advisers adopt a more personal touch with investors
Must move away from a product-specific focus
Suitability regulations should be more than a box-ticking exercise, writes Oxford Risk’s Greg Davies
Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours
Interest grows in ESG, digital access and domestic structuring