As competition in the wealth management industry grows ever fiercer, engagement through deeper personalisation emerges as one of the most effective ways to future proof firms' business models.
A good suitability assessment is greater than the sum of its component parts. Each of those parts must be measured, and measured well, but the way in which you measure them, especially with an eye on how they all fit together, is just as crucial as what you measure in the first place.
On average, investors sacrifice 300 bps of potential returns each year due to the need for emotional comfort. Join Oxford Risk’s latest webinar to discover how to help mitigate these losses, and instead drive organic growth in AUM for you and your firm.
Download this report to see how more than 200 wealth managers from across Europe are responding to MiFID regulations and directives a decade on from when the European Securities and Markets Authority (ESMA) first published them.
A popular retirement strategy is to use part of a pot of investible assets (typically from a pension) to provide a guaranteed income, leaving the other part exposed to the market. This paper looks at how to apply a scientific suitability methodology to this strategy.
Join special guests, JUST Group and behavioural finance specialists, Oxford Risk for an on-demand webinar that applies a behavioural lens to an often overlooked but complex question around retirement drawdown.
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