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.
A popular retirement strategy is to use part of a pot of investible assets (typically from a pension) to provide a guaranteed income, leaving the other part exposed to the market. This paper looks at how to apply a scientific suitability methodology to this strategy.
Join special guests, JUST Group and behavioural finance specialists, Oxford Risk for an on-demand webinar that applies a behavioural lens to an often overlooked but complex question around retirement drawdown.
Download our insight for firms on the updated MiFID guidance issued by the European Securities and Markets Authority (ESMA).
Discover how behavioural finance can accurately assess and capture investor preferences for sustainability and ESG, aligning them with suitable investment portfolios as EQ Investors and Oxford Risk partner in this new webinar.
Head of Behavioural Finance at Oxford Risk, Dr Greg B Davies joins Markus Schuller, Founder & Managing Partner of Panthera Solutions for a behavioural Masterclass. This is now available on-demand.
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