Cookie Settings

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.

Centralised Investment Propositions: too cookie cutter?

By Abbie Knight

Embark Adviser newsletter

Since the introduction of the Retail Distribution Review we’ve seen an explosion in the use of CIPs. In fact, research indicates that 90% of firms now have a CIP and of those that do, around 80% of all new assets with be placed within it.

Read more

Advisers add 4.4% value p.a. - here's how

By Abbie Knight

Embark Adviser newsletter

The following formula is used to quantify the value of advice - not just your technical expertise, but also the emotional support and guidance you offer throughout the client’s investing journey.

Read more

Stop using demographics for segmentation!

By Abbie Knight

Embark Adviser newsletter

Exploring a possible reason for the vitriol posted online, and whether we need to stop using demographics as the basis for creating services or targeting our marketing.

Read more

6 ways to get women investing

By Abbie Knight

Embark Adviser newsletter

How can we address this important issue? There are a number of issues we know about and some we can learn about

Read more

How to nurture a healthy culture in your business

By Abbie Knight

Embark Adviser newsletter

Healthy, confident teams are vital to the success of any business. Research shows happy workers are 12% more productive that your average worker.

Read more

Join us at our Financial Adviser Masterclass in London

By Abbie Knight

Embark Adviser newsletter

We're delighted to announce that we are re-running the event in London on July 11th. Once again, we will bring together a panel of industry experts to delve into areas critical to the successful delivery of your centralised investment proposition.

Read more

Be the first to hear news and insights from Embark Group

Our emails are designed to be topical and engaging, however if you don’t like what we send, you can unsubscribe at any time. We promise never to pass your details on to a third party.

  • This field is for validation purposes and should be left unchanged.