Articles by Scott Sinclair, Embark Group
Scott Sinclair, Embark Group
It’s back! The Embark Investor Confidence Barometer returns
Embark Adviser newsletter, General news
Oct 21, 2021
Are advisers confident they can continue to charge enough? Why aren’t advisers sharing clients’ retirement optimism? How many investors would be comfortable swapping human advice for robo-advice?
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Nine ways to counter the lifetime allowance freeze
Jun 07, 2021
With the government freezing the lifetime allowance (LTA) until April 2026, more clients could be caught by the charge as the next few years roll by. After calculating which clients are at risk of exceeding the limit, what options are there to counter the freeze?
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New evidence of the value of advice
Feb 25, 2021
What does investor behaviour during the pandemic tell us about the value of advice? Are advisers’ views on virtual meetings shared by clients? Why should ad-hoc advice be a menu option for some firms?
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Helping advisers manage investment risk
Feb 10, 2021
Even seasoned investors were spooked by the market turbulence of the last 12 months, but who can blame them, when global stocks had their best and worst sessions in a decade on consecutive days, as they did a little under a year ago?
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Tax year end 2021: Planning opportunities in a unique year
Jan 19, 2021
The Covid-19 pandemic forced many clients to tweak their financial affairs this year. So, what planning opportunities are there ahead of the end of the 2020/21 tax year?
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Managing risk in volatile markets - Part four: The case for staying invested
Embark Adviser newsletter, Managing risk
Nov 11, 2020
Why the market turbulence triggered by Covid-19 reinforces a famous investment principle followed by Warren Buffett and others...This is part four in the series.
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