Oxford Risk

Financial planning

Advisers could lose clients over lack of ESG commitments

Advisers could start losing clients if they fail to demonstrate adequate commitment to environmental, social, governance (ESG) investing....

Funds management

The ‘double-edged sword’ of first-time investors

At the same time as advice has been getting harder and more expensive to receive, it has become easier to trade on the stockmarket, leading to a double-edged sword for ad...

Financial planning

Risk profiling essential to meet best interest duty

There are discrepancies in advisers’ approaches to risk profiling and they need to ensure a consistent process if they want to meet best interest duty, according to behav...

Financial planning

'Emotional' decisions of retail investors will cost them

The increased allocation to cash by many investors has cost them 4% to 5% a year over the long-term and advisers need better diagnostic tools to accurately assess the cli...