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.
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Read MoreOxford Risk’s Investor Compass Risk Suitability solution has been awarded four stars at the 2022 FTA Financial Adviser Service Awards. Find out more about the win in our blog.
Read MoreThe 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.
Read MoreMeasuring 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.
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