News & Updates

Download the Ultimate Guide to Applying Behavioural Finance in Financial Advice.

Oxford Risk’s Investor Compass Risk Suitability solution has been awarded four stars at the 2022 FTA Financial Adviser Service Awards. Find out more about the win in our blog.

The Times & The Sunday Times Senior Money Reporter, Imogen Tew undertakes a full journalistic review of Oxford Risk’s Financial Personality Assessment. Find out more now.

Measuring investor ESG preferences has gone from a nice-to-have to a must-have. Without behavioural forethought, how to do it risks prioritising the false economy of easy pigeonholing over a genuinely valuable understanding of an investor’s preferences.

The first FCA Consumer Duty (PS22/9) deadline date is looming: firms will need to have agreed and be able to demonstrate their implementation plans by the end of October 2022.