Professional Adviser talks to Embark Investment CEO Barry MacLennan
Taking too little risk’ is the most common perceived mistake by clients
Advisers say it is themselves who have the greatest potential to close the gap
The difficulty of discussing death with clients is a barrier
CEO Jackie Leiper lays out group ambitions
Young people value financial advice but struggle to gain access
Comes ahead of the closure of Advance by Embark Platform
Adviser platform upgrade allows advisers to use real-time data
Majority believe the technology they use could be upgraded
UK savers risk falling 'seriously short' in retirement