Guides & Reports

Guide
A Wealth Manager's Guide to Retirement Income Suitability

A Wealth Manager's Guide to Retirement Income Suitability

A guide to help wealth managers and financial advisers meet the regulatory trajectory head-on as the FCA doubles down on retirement income advice.

Guide
More Than Mere Measurement: Guide to Client Investment Suitability

More Than Mere Measurement: Guide to Client Investment Suitability

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.

Thought Leadership
Behavioural Engagement Technology Whitepaper

Behavioural Engagement Technology Whitepaper

Behavioural Engagement Technology marries a deep psychological understanding of investors as individuals with the tools for institutions to organically grow assets under management by 10% or more, improve overall investor engagement, and attain regulatory peace of mind.

Guide
What You Don't Know Can Hurt You: A Wealth Manager's Guide to Client Engagement and Personalisation

What You Don't Know Can Hurt You: A Wealth Manager's Guide to Client Engagement and Personalisation

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.

Webinar
Turbocharging Organic AUM Growth with Behavioural Finance

Turbocharging Organic AUM Growth with Behavioural Finance

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.

Report
Wealth Managers are Still Adapting to MiFID II

Wealth Managers are Still Adapting to MiFID II

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.