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COVID-19

Embark Group has been closely monitoring and managing the Coronavirus situation in order to be able to respond appropriately as necessary.
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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.

You can keep up-to-date by joining our mailing list to receive our monthly newsletter, Embark Adviser. Read our latest newsletter. To sign up, fill out our simple registration form below.

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The anatomy of a bear market

By Peter Toogood

COVID-19, Embark Adviser

Bear markets are punctuated by high volatility and sharp rallies. Here are some thoughts on what we can expect in this time of crisis.

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COVID-19 crisis - back to basics

By Peter Toogood

COVID-19, Embark Adviser

As a research team, The Adviser Centre are reading as much as they can about the COVID-19 virus in order to understand more about the potential economic consequences of the crisis. Following their guidance note posted on 16 March 2020, they offer some further thoughts

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COVID-19 crisis - economies, markets and policy responses

By Peter Toogood

COVID-19, Embark Adviser

The reaction of financial markets to the spread of Covid-19 has been dramatic and, as economic statistics roll in over the coming weeks and months, and companies report their earnings, the actual scale of the damage will become clearer.

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Key Budget changes on the IFA agenda

By David Lowe

Embark Adviser

The key announcements made in the Budget that will impact IFAs and their clients comes in the context of a massive fiscal boost for the economy of £30bn and a remarkable increase in regional, housing and infrastructure spending of more than £600bn over the life of this Parliament.

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How to stop clients from walking away

By Ben Peele

Embark Adviser

Building a wealth advice business can be a rewarding career but how do you maximise the value of your business, particularly if you have an eye on selling it to a third party at some point? One of the key criteria for valuing adviser firms is the assets under advice (AUA) that they have on their books.

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We need to talk about...the pension freedoms

By Sara Wilson

Embark Adviser

For the uninitiated, the 2014 Budget announcement that the government would “legislate to remove all remaining tax restrictions” on access to pension pots may not have sounded particularly radical.

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