Oxford Risk: Personalising suitability at scale
While tech has opened up new opportunities to provide personalisation at scale, Greg B Davies argues many are still failing to make the most to it
Best Practice
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The suitable level of safety: A behavioural look at cash deployment
While cash feels safe, familiar, and flexible, Greg B Davies says once a sensible buffer is in place, excess cash can become expensive
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Helping clients make life changing plans that don’t change their life
Triple Point’s Nick Bird on how to keep the momentum going when discussing estate planning
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Behavioural capacity: Suitability’s overlooked human pulse
Greg B Davies looks at how investors approach the emotional side of taking risk
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Compliant on paper, but exposed in practice
Greg B Davies looks at how process-driven suitability frameworks can undermine client outcomes and what future-proof design requires
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How should advice clients plan a fair inheritance for their children
Bentley Reid’s Mike Winstanley argues successful planning involves more than simply dividing assets equally
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Oxford Risk: Your suitability fears are unfairly restricting your clients’ growth
Understood properly, risk capacity can unlock the ability to build wealth, writes Greg B Davies
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Kemp sets up investment adviser ‘engine’ Portfolio Thinking
An exclusive interview with the former Morningstar CRO and CIO on his new venture
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2026 predictions for people who (rightly) are sceptical about predictions
Greg B Davies provides seven behavioural predictions for 2026 that require no crystal ball
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J.P. Morgan and SJP throw weight behind campaign to get Brits investing
Investment Association and FCA also involved
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Financial services show progress in addressing modern slavery
Investec, M&G, St. James’s Place, London Stock Exchange Group, Lloyds and Legal & General have all improved
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How AI is evolving to reinforce – not replace – the human side of advice
AI is replacing the unpaid, unseen work that stops advisers being advisers writes Stuart Breyer