News & Updates

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.

We have estimated the cost over time of poor, emotionally driven investor decisions to be about 3% per year for the average investor. This comprises both failing to invest at all, and, when that hurdle has been overcome, investing badly.

Revisiting the problem of advisor inconsistency of investment advice in light of the FCA’s Thematic Review into Retirement Income.

Revisiting the use of complex stochastic cashflow modelling in light of the FCA’s Thematic Review into Retirement Income.