News & Updates

Investment research and planning tools firm, Mabel Insights have partnered with behavioural finance specialists, Oxford Risk to enable financial advisers and wealth managers to compare and research Oxford Risk-mapped funds and portfolios.

Behavioural finance experts in client investment risk suitability, Oxford Risk and Fuze, an innovative wealth management platform specialising in financial data consolidation and analysis, are excited to announce a strategic partnership.

Oxford Risk has been awarded the ISO/IEC 27001:2022 certification. This globally recognised standard that specifies the requirements for establishing, implementing, maintaining, and continuously improving an ISMS.

Download the Wealth Manager's Guide to Retirement Income Suitability.

A robust Risk Capacity calculator is the most important missing piece of most advisory firms’ suitability tech stacks. Nowhere is this gap more important than in retirement income advice.