This week, Peita is joined by Dr. Greg Davies and Bianca Kent from Oxford Risk. They take a look at Oxford Risk’s behavioural finance software and how it can be utilised to thoroughly assess your client’s investment portfolios and narrow decision-making.
Oxford Risk Website
Bianca Kent LinkedIn
Greg Davies LinkedIn
Peita Diamantidis LinkedIn
A world of opportunity awaits you at Netwealth
Join the XY platform:
You can get a transcript of this podcast
General disclaimer for this podcast and all XY Education podcasts
DISCLAIMER: The XY Adviser website and all content contained on the website is limited to general information. It does not constitute legal, financial or other professional advice. XY Adviser does not hold an AFS licence and does not provide any financial services. Nothing on this website should be interpreted as financial advice. Before making any investment decision, XY Adviser recommends obtaining financial advice from a qualified financial adviser.