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...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

'Financial advice needs an age-related reboot': Why people shouldn't wait until 55

'Financial advice needs an age-related reboot': Why people shouldn't wait until 55

Insight from UK's youngest-ever Fellow of the Personal Finance Society

Kristian Manton
clock 27 February 2025 • 4 min read
Experienced adviser launches financial education website

Experienced adviser launches financial education website

Subscription-based model designed for individuals and businesses

Jenna Brown
clock 25 February 2025 • 2 min read
Investors caution Reeves' ISA reforms 'would need to strike a careful balance' to solve UK investment crisis

Investors caution Reeves' ISA reforms 'would need to strike a careful balance' to solve UK investment crisis

‘A significant shift’ but not unprecedented

Sorin Dojan
clock 21 February 2025 • 2 min read