Oxford Risk

Investment | 20 Jan 25

Oxford Risk launches retirement income suitability tool

Advisers are ‘struggling with evidencing retirement income suitability’

Financial planning | 8 Aug 24

Voyant integrates financial planning tool with data from behavioural finance experts Oxford Risk

The integration will be released in Q3 2024

Greg B Davies

Best Practice | 21 Feb 24

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

Greg B Davies

Best Practice | 31 Jan 24

Advisers have rich opportunity to treat investors more like humans, not robots

Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours

Who needs the new UAE promoter’s licence?

Middle East | 22 Nov 23

Middle East wealth managers’ focus turns to next generation

Interest grows in ESG, digital access and domestic structuring