Scottish Widows

Businessman checking stock market data. He using a mobile phone. Analysis economy data on forex earn graph.

Companies | 11 Dec 23

Advisers more optimistic than non-advised investors about rise of stock market

Highlighting a confidence gap

Advisers responsible for closing advice gap, survey reveals

Companies | 15 Nov 23

Advisers responsible for closing advice gap, survey reveals

With the perception gap between the advised and non-advised posing the biggest problem

91% of advisers concerned about losing assets in Great Wealth Transfer

Industry | 7 Nov 23

91% of advisers concerned about losing assets in Great Wealth Transfer

With over half saying they would expect to retain services for a minority of clients’ dependents

Best Practice | 5 Sep 23

Paraplanners call for better tech to help deliver value for clients

But 54% see AI as both an opportunity and a threat

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Companies | 31 Jul 23

Embark Group launches Scottish Widows platform for advisers

As part of Lloyds Banking Group’s £150m investment