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News and insights

Below you will find our latest articles on issues affecting financial services, as well as news from the Embark Group and our businesses.

Specifically for financial advisers, you can also keep up-to-date by joining our mailing list to receive our monthly newsletter, Embark News. 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.

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Climate-friendly investing

By P1 Investment Management

Embark News

Climate concerns have emerged as a significant theme in ethical and sustainable investing. Global warming is almost certainly the most significant challenge and the greatest threat that humanity, and our planet, face today.

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Game changing pricing: implications for the DFM market

By Abbie Knight

Embark News

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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This simple strategy could transform your business

By Abbie Knight

Embark News

You may be familiar with the statistic: it can cost five times more to attract a new customer vs. retain an existing one. Does that mean you should set prospecting aside? Perhaps. Because the greatest growth opportunity could exist within your own book of business.

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Client experience: what can we learn from the retail sector?

By Abbie Knight

Embark News

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?

By Abbie Knight

Embark News

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

By Abbie Knight

Embark News

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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