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Adopting a behaviourally conscious approach to client understanding, enabling personalised advice at scale, is the best way to upgrade customer satisfaction with their wealth-management experience.

The partnership between a wealth management firm and its tech is crucial. The right software can support smooth-functioning and compliant advice, providing a robust framework within which the adviser’s art can flourish.

Firms who harness evolving technology most effectively unlock the ability to serve more investors, more consistently, and more personally.

Centralised investment and retirement propositions can enhance client outcomes through streamlining advisory services. However, they also come with inherent dangers of prioritising a consistent product over a consistent approach for dealing with individual differences.

The Times & The Sunday Times Senior Money Reporter, Imogen Tew undertakes a full journalistic review of Oxford Risk’s Financial Personality Assessment. Find out more now.

Measuring investor ESG preferences has gone from a nice-to-have to a must-have. Without behavioural forethought, how to do it risks prioritising the false economy of easy pigeonholing over a genuinely valuable understanding of an investor’s preferences.

The first FCA Consumer Duty (PS22/9) deadline date is looming: firms will need to have agreed and be able to demonstrate their implementation plans by the end of October 2022.

Hear from Oxford Risk's Chief Client Officer, James Pereira-Stubbs and FinTech Global Director, Richard Sachar as firms are announced for the Global ESG FinTech100 list 2022.

What does the FCA Consumer Duty (PS22/9) say and what does it mean for your financial advice firm? In this blog, we review how firms must account for human behaviours and what they must do to meet the FCA Consumer Duty regulation by 31st July 2023.

Investment management specialists, 7IM have partnered with behavioural finance pioneers, Oxford Risk to support growing demand amongst advisers and wealth managers for risk-mapped funds and portfolios.