Watch now as Oxford Risk's Head of Product, Dr Alex Chase applies a behavioural lens to the challenges around providing an income in retirement.
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.
A guide to help wealth managers and financial advisers meet the regulatory trajectory head-on as the FCA doubles down on retirement income advice.
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.
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.
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.
All rights reserved © 2024