Since the publication of the FCA’s Thematic Review into Retirement Income, one topic has dominated our conversations with clients: do we need a dedicated Risk Tolerance assessment that focuses on decumulation?
Read MoreOxford Risk is proud to announce its inclusion on the sixth annual WealthTech100 list alongside global trendsetters and technical pioneers in the world of wealth and asset management.
Read MoreBefore asking ‘How do I meet the regulations?’, ask ‘Why do they even exist?’ Were you to track regulatory changes over time, you would see a clear direction of travel.
Read MoreAdvisers and wealth managers have a great opportunity to build deeper human relationships with clients in ways many haven’t yet embraced.
Read MoreNot all increases in efficiency are created equal. The best are purposefully built around enhancing the investor experience, enriching adviser-client relationships, and automatically evidencing the process by which these are done.
Read More