Articles by Scott Sinclair, Embark Group
Scott Sinclair, Embark Group
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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Managing investment risk in volatile markets - part three: The power of stochastic models
Embark Adviser newsletter, Managing risk
Oct 20, 2020
Multi-asset funds underpinned by long-term strategic asset allocation can have some unexpected benefits for investors. This is part three in the series.
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‘Some are going to get crunched’: Future of platforms debated in first ever EmbarkPod
Oct 02, 2020
Taking part in Embark Group’s first ever podcast, CEO Phil Smith joined Head of Platform Strategy Alistair Wilson and host Roger Hearing, presenter of the BBC World Service’s flagship news and current affairs programme Newshour.
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