News & Updates

Investment research and planning tools firm, Mabel Insights have partnered with behavioural finance specialists, Oxford Risk to enable financial advisers and wealth managers to compare and research Oxford Risk-mapped funds and portfolios.

Behavioural finance experts in client investment risk suitability, Oxford Risk and Fuze, an innovative wealth management platform specialising in financial data consolidation and analysis, are excited to announce a strategic partnership.

Oxford Risk has been awarded the ISO/IEC 27001:2022 certification. This globally recognised standard that specifies the requirements for establishing, implementing, maintaining, and continuously improving an ISMS.

Download the Wealth Manager's Guide to Retirement Income Suitability.

A robust Risk Capacity calculator is the most important missing piece of most advisory firms’ suitability tech stacks. Nowhere is this gap more important than in retirement income advice.

Clearing up one of the most common and consequential confusions in financial advice.

Discover how Behavioural Engagement Technology can support client communications during times of market volatility.

Discover how Behavioural Engagement Technology will help drive better outcomes for Bancolombia Capital customers.

Several of the issues raised in the FCA’s Thematic Review of Retirement Income Advice are inherently behavioural and therefore can be tackled only with behavioural solutions.

Some thoughts on how to make the most of AI opportunities within wealth management… and how to avoid some tempting, but potentially costly mistakes.