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.
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Game changing pricing: implications for the DFM market
Oct 03, 2019
We're already seeing movement in the pricing strategies adopted by financial advisers, away from ad valorem toward fixed fees. In the platform space, the announcement of 'Netflix pricing' sent ripples across the market. Could the DFM sector follow suit?
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Client experience: what can we learn from the retail sector?
Sep 20, 2019
At a time when machines will automate repeatable processes in our businesses, with AI playing a greater role in service delivery (I'll share more on this in a later post), the way to truly differentiate is by engineering an unforgettable client experience.
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Centralised Investment Propositions: too cookie cutter?
Sep 12, 2019
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.
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Advisers add 4.4% value p.a. - here's how
Aug 15, 2019
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.
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Stop using demographics for segmentation!
Aug 08, 2019
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.
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6 ways to get women investing
Jul 11, 2019
How can we address this important issue? There are a number of issues we know about and some we can learn about
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