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...