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Insights

Below you will find the latest articles covering a wide range of issues and topics relevant to financial advisers. Articles are written by contributors from Embark’s businesses as well as other partners and providers and are not promotional or sponsored.

These articles are intended for regulated financial advisers and intermediaries only.

You can keep up-to-date by joining our mailing list to receive our monthly newsletter, Embark Adviser. Read our latest newsletter. To sign up, fill out our simple registration form below.

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Taper challenges bring advice opportunities

By Matthew Rankine, Embark Group

Embark Adviser

Even with all the noise of a general election, the tapered annual allowance continues to make the headlines, presenting advisers with a significant opportunity to make the case for pension planning.

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How likely is a global recession?

By Charles Hepworth

Embark Adviser

Economic indicators suggest a global recession is unlikely, and any resolution of the China-US trade war could provide further relief, says GAM Investments’ Charles Hepworth. However he believes the UK could be moving closer to recession territory.

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Measuring risk tolerance: If a job’s worth doing, it’s worth doing well

By Greg B Davies, Oxford Risk

Embark Adviser

With stories of unsuitable investments hitting the headlines again, the grounds for recommending one investment over another need closer scrutiny. That risk-tolerance tests are an essential piece of this puzzle is already acknowledged. That these tests are often unfit for purpose is, sadly, not.

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Cautious optimism for equities

By Scott Glasser

Embark Adviser

Is the U.S. economy experiencing a soft patch, or is a recession on the horizon? Regardless of the outcome, history suggests that equities will continue to move higher in the coming months with an uptick in volatility.

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Humans and investing

By David Norman, TCF Investment

Embark Adviser

When it comes to investing, customers are not always as rational as they think they are and often reduce their returns by poor investment behaviour.

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Getting to grips with SMCR

By Sara Wilson

Embark Adviser

The Senior Managers and Certification Regime (SMCR) takes effect for FCA Solo Regulated Firms later this year, including advisers, and its reforms are wide-ranging.

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