The Oxford Risk Blog
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Read behavioral finance insights, news, and updates from Oxford Risk. Our blog covers Responsible Investing, Behavioral Finance, and more. We are a team of behavioral scientists, quant finance experts, wealth management veterans, and technologists who are constantly working on new ideas to improve the solutions we offer to you.
The Oxford Risk Blog
2M ago
Advisers and wealth managers have a great opportunity to build deeper human relationships with clients in ways many haven’t yet embraced ..read more
The Oxford Risk Blog
4M ago
Not all increases in efficiency are created equal. The best are purposefully built around enhancing the investor experience, enriching adviser-client relationships, and automatically evidencing the process by which these are done ..read more
The Oxford Risk Blog
5M ago
There are many potential benefits to converting some investible assets into a guaranteed income for life, but how do you assess suitability for the combination of a guaranteed income and an investment portfolio ..read more
The Oxford Risk Blog
6M ago
Behavioural finance specialists, Oxford Risk have been awarded a place on the Global ESG FinTech100 list for the second consecutive year ..read more
The Oxford Risk Blog
11M ago
In giving financial advice, there’s a lot you must communicate to your clients. Doing this in a compliant way used to be relatively straightforward: write what the legislation told you to, send it, and put a copy in the right file. Under the FCA Consumer Duty, things are a bit different ..read more
The Oxford Risk Blog
1y ago
The more behavioural finance is applied to financial advice, the more it’s misapplied by firms prioritising shortcuts over science and surface sheen over depth of understanding ..read more
The Oxford Risk Blog
1y ago
Adopting a behaviourally conscious approach to client understanding, enabling personalised advice at scale, is the best way to upgrade customer satisfaction with their wealth-management experience ..read more
The Oxford Risk Blog
1y ago
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 ..read more
The Oxford Risk Blog
1y ago
Hear from Oxford Risk's Chief Client Officer, James Pereira-Stubbs and FinTech Global Director, Richard Sachar as firms are announced for the Global ESG FinTech100 list 2022 ..read more
The Oxford Risk Blog
1y ago
Watch now: Oxford Risk's Head of Behavioural Finance, Greg Davies PhD, keynote at the European Fintech ESG Summit ..read more