Demand for ad hoc advice growing

11 March 2021

Advised and non-advised clients are increasingly viewing ad-hoc advice as valuable, new research has shown, but advised clients are more confident of achieving their financial goals.  Embark’s Investment Confidence Barometer found that 85% of advised clients consider ad-hoc advice as valuable, ahead of regular nudges and updates by email (84%) and financial health-checks when facing major life events...