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  • Andre Correia, business development director

    Risk profile tool provider reveals new upgrades

  • Rory Percival speaking at an industry conference

    Ex-regulator’s risk tool guide highlights limitations

  • Oxford Risk

    Firm launches new suitability tools for Financial Planners

  • Oxford Risk website

    IFAs “poorly equipped” for uptick in younger advice seekers

  • Oxford Risk's website

    Oxford Risk warns against “box-ticking” wealth advisers

  • Oxford Risk's website

    7% of investors use social media for investment tips

  • Adviser risk assessment of clients can often by hugely variable

    Huge variation in advisers’ client risk assessments

  • Men were more likely to have excess cash and more likely to invest it

    Only 4 in 10 plan to invest excess pandemic cash

  • Clients concerned they may not be assessed correctly for investment risk

    3 in 10 clients may be wrongly assessed on risk

  • The research was conducted on behalf of Oxford Risk

    Clients threaten to jump ship over ESG

  • The research was carried out for Oxford Risk

    Planners' wealth transfer headache - report

  • 6 in 10 investors under the age of 35 said they would invest more if their wealth manager thought more about their ESG preferences

    Young clients let down by advisers over ESG – report

  • Oxford Risk website

    Wealth manager M&A soars to £137bn in 2022

  • Older couple with adviser

    Planners must improve retirement income assessments

  • Intelliflo CEO Nick Eatock

    Behavioural finance app added to Intelliflo suite

  • Oxford Risk's website

    Cashflow modeller Voyant pairs with Oxford Risk

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