Professional Adviser talks to Embark Investment CEO Barry MacLennan
Taking too little risk’ is the most common perceived mistake by clients
Majority of advisers aware of behavioural biases
King outlines aims; Half of over 50s lack retirement plan; Advisers cite barriers to estate planning talks
Figures show the gender investment gap ‘hurts’ long term wealth
Cynicism also holding back the high net worth from pushing money into ESG
Plus predictions for 2023 though crystal ball looking 'murky'
New figures from Canada Life show a 14-year high was reached in October
Review aims to understand how to reduce the regulatory burden