Sara Wilson: Taking the pulse of the advice landscape

What can we learn?

clock • 4 min read

Sara Wilson explores the results of the Embark Investor Confidence Barometer, a snapshot of adviser sentiment during the pandemic which revealed the enduring value of financial advice and the truth about Zoom meetings...

We're now 12 months into one of the most challenging periods that most of us can remember. It's been a volatile time - in more ways than one - so it seems pertinent now to consider what this all means for advisers and how can they support and attract new clients. The Embark Investor Confidence Barometer set out to do this. We spoke to advisers, advised consumers and unadvised consumers to see how their confidence is faring, what's making them tick, and how we can put that information to good use. Here's what we found.  The enduring value of advice Unsurprisingly, the market volatili...

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