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Behavioural coaching is 'cornerstone' of effective advice

Embark Investments’ Barry MacLennan talks to Sahar Nazir about the importance of behavioural coaching in the financial planning process… ....

Barry Maclennan , Embark Investments , Professional Adviser , Barry Maclennan , Ehavioural Coaching ,

Advisers' views on stock markets at odds with investors

Advisers' views on stock markets at odds with investors
ftadviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ftadviser.com Daily Mail and Mail on Sunday newspapers.

Barry Maclennan , Scottish Widows Investor Confidence Barometer , Embark Investments , Scottish Widows Platform ,

Advisers urged to have 'more informed talks' on investment risks

Advisers have been cautioned not to make short-term “emotionally driven decisions that could have a lasting impact” on long-term financial well-being. ....

Barry Maclennan , Professional Adviser , Embark Investments , Scottish Widows Investor Confidence Barometer , Embark Investments , Scottish Widows ,

More clients say their adviser helps them avoid investment emotions

An increased number of clients have said that their adviser helps them to avoid the emotions associated with investing. ....

Barry Maclennan , Scottish Widows Platform ,

More than a third of clients regret taking 'too little' investment risk

More than a third (34%) of advised clients said that one of their mistakes over the last 12 months is “taking too little risk” with their finances, according to the Scottish Widows Investor Confidence Barometer. ....

Barry Maclennan , Scottish Widows Platform , Scottish Widows ,