Guides & Reports

Thought Leadership
The Ultimate Guide to Applying Behavioural Finance in Financial Advice

The Ultimate Guide to Applying Behavioural Finance in Financial Advice

Behavioural finance addresses the imbalance in attention between what financial advice is for and whom it is for. To apply behavioural finance effectively requires understanding how investors own investments, not merely what they own. Done well, this can lead to comfortable and confident investors, and better financial outcomes.

Guide
Digital and Hybrid Advice Transformation Guide

Digital and Hybrid Advice Transformation Guide

Download the guide now to gain the latest data and insights that will help you digitise all or part of your financial advice process.

Webinar
Driving investor engagement for better outcomes

Driving investor engagement for better outcomes

Behavioural finance specialists, Oxford Risk and innovative investor voting platform, Tumelo present an on-demand webinar on how to best understand, empower, and engage investors by activating their shareholders' voices.

Guide
A Wealth Manager's Guide to Keeping Clients Invested During Periods of Market Instability

A Wealth Manager's Guide to Keeping Clients Invested During Periods of Market Instability

Download our guide to explore the methods for helping clients stay the course during turbulent times.

Guide
FCA Consumer Duty PS22/9

FCA Consumer Duty PS22/9

Find out how Oxford Risk can support your firm in meeting the upcoming FCA Consumer Duty regulation PS22/9.

Guide
Why Oxford Risk for Risk Mapping

Why Oxford Risk for Risk Mapping

Download our brochure to find out how Oxford Risk can support asset and fund managers with robust and consistent risk measurements with whole of market distribution.