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.

Our thinking

Embark Investor Confidence Barometer

Exclusive to Embark: Our biannual survey of investor confidence, and the only place advisers can compare the views of peers, advised investors and unadvised investors.

Are you ready for Consumer Duty?

Check out our four Consumer Duty guides which unpack how to evidence you are delivering good outcomes for your clients across the FCA’s four Consumer Duty outcomes.

Five numbers that show circularity is all around us

By Michael Rae, M&G

Embark Adviser newsletter

The challenges of achieving a zero-waste economy are well documented. Virtually all of the world’s established value chains have been built linearly, with low cost and ease of consumption front of mind.

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Britain needs you, or does it?
Addressing the UK’s productivity puzzle

By Benji Dawes, Premier Miton

Embark Adviser newsletter

Benji Dawes, Co-fund manager of the Premier Miton Responsible UK Equity Fund identifies technology as being at the heart of the UK’s solution to its productivity puzzle.

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Strategic asset allocation must adapt to global changes

By John Husselbee, Liontrust

Embark Adviser newsletter

Investors should remember Charles Darwin’s insight that adaptation is the key to survival as the world’s economy and financial markets undergo significant changes. Such adaptation should begin with strategic asset allocation (SAA), which is the first step in constructing an investment portfolio.

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The Consumer Duty: Principles and Foreseeable Harm

By Alastair Black, abrdn

Embark Adviser newsletter

Alastair Black, Head of Industry Change, takes a closer look at the Consumer Duty’s ‘avoid foreseeable harm’ cross-cutting rule and explains the significance of the principles-based approach behind the regulation.

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Budget Summary Briefing

By Embark Group

Embark Adviser newsletter

The key headlines from a savings and investment perspective.

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Embark reaffirms commitment to diversity, renewing its partnership with WiAS

By Embark Group

Embark Group news, Press Release

Embark Group (Embark) announces today that it is renewing its partnership with Women in Asset Servicing (WiAS) for a further two years, reaffirming Embark’s commitment to empowering women in financial services.

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