Greg B Davies

Best Practice 21 Feb 24

How to meet financial regulation in the letter and the spirit of the law

Suitability regulations should be more than a box-ticking exercise, writes Oxford Risk’s Greg Davies

Best Practice 9 Feb 24

High Court sanctions Link’s £230m Woodford redress scheme

Transparency Task Force considering an appeal

Golden scales of justice on a brown leather bound book engraved with the title Consumer Protection, together with a gavel and yellow office folders on a wooden table

Best Practice 5 Feb 24

Woodford redress scheme ‘changes the game’ for consumer protections, campaign group warns

Removal of FSCS protection could have severe consequences for wealth managers, according to Transparency Task Force

Greg B Davies

Best Practice 31 Jan 24

Advisers have rich opportunity to treat investors more like humans, not robots

Oxford Risk’s Greg Davies says advisers could benefit from enriching their understanding of investors’ personalities and behaviours

Best Practice | 17 Jan 24

Revealed: All the winners of the IA Best Practice Adviser Awards

Which firms triumphed across East Asia, Europe, the Middle East, South Africa and the UK?

Tom Wooders

Best Practice | 8 Jan 24

What does 2024 hold in store for the wealth management industry?

Firms should prepare for three critical influences this year

Speech bubble in front of colored background with Disclosure text.

Best Practice | 2 Jan 24

One third of platforms and advisory groups ‘would fail’ SDR entity-level disclosure requirements

‘No time to waste in setting targets and collecting reliable emissions data’

Best Practice | 29 Sep 23

How do platforms need to communicate with advisers?

‘Good things happen when you bring your customers closer to your product, development and design specialists’

Best Practice | 28 Sep 23

Why I became a financial adviser…

Jade Rose was previously in the fashion industry before joining Kingswood

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