Scottish Widows Investor Confidence Barometer: November 2023 -

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In this edition

Top down view of a team working in a bright office at a brown table

Gearing up for the great wealth transfer

Ranila Ravi-Burslem

Young couple with adviser looking at tablet in bright livingroom

Perspectives on the advice gap

Jamie Drewett

Digital screen charts on a screen with investment manager reflected on the screen glass

Bullish advisers, cautious investors

Barry MacLennan

Two researchers chatting over data sheets in an office setting with brick wall backdrop

Research round-up

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Platform Matters Cover October 2024 – Young bearded male financial adviser with a dark blue tie and white shirt chatting with client and using a laptop and tablet showing graphs and charts

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© 2024 Scottish Widows Platform is a trading name of Embark Investment Services Limited, a company incorporated in England and Wales (company number 09955930) with its registered office at 33 Old Broad Street, London, EC2N 1HZ. Embark Investment Services Limited is authorised and regulated by the Financial Conduct Authority (Financial Services Register number 737356).

Professional Advisers only

In this edition

introduction

Gearing up for the great wealth transfer

Perspectives on the advice gap

Bullish advisers, cautious investors

Research round-up

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