News & Updates

The FCA thematic review requires advisers to improve standards to demonstrate the suitability of retirement income recommendations. Oxford Risk launches Retirement Income Suitability solution to support advisers and wealth managers with this.

Lifestyle funds were created with investor behaviours firmly in view. However, in light of (almost decade-old) changes to pensions legislation and advances in our understanding of what really helps investors, the particular view of investor behaviour they reflect now looks very dated.

Advisers and wealth managers often ask about the consistency of Oxford Risk's risk ratings over time. We have produced a report to demonstrate the stability of our risk mapping solution over time.

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.