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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.

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Humans and investing

By David Norman, TCF Investment

Embark Adviser

When it comes to investing, customers are not always as rational as they think they are and often reduce their returns by poor investment behaviour.

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Getting to grips with SMCR

By Sara Wilson

Embark Adviser

The Senior Managers and Certification Regime (SMCR) takes effect for FCA Solo Regulated Firms later this year, including advisers, and its reforms are wide-ranging.

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Join us for our Adviser Masterclass in December

By Suraj Shah

Embark Adviser

The next event in our popular seminar series will take place on Thursday 5 December in London. Once again we will bring together a panel of industry experts to discuss topical issues and explore unique opportunities for advisers.

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The next decade: 2020 vision

By Seven Investment Management (7IM)

Embark Adviser

What forces could change the world in the 2020’s? What trends should we look out for? Elon Musk is aiming to launch the first private spaceflight to the moon in 2023. Is space tourism the next big thing to invest in – should you be stockpiling rocket fuel and researching spacesuits?

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Stay focused on your objective

By Tacit Investment Management

Embark Adviser

With the focus very much on short term issues in the UK and US, we believe investors are missing key longer-term implications being highlighted in government bond markets.

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DFM and investment performance

By Rathbones

Embark Adviser

A report looking at the value of Discretionary Fund Management (DFM) has unveiled clear distinctions between two camps of advisers, the adopters and non-adopters of a third-party investment manager. Yet, one important question remains, how do the two camps compare when it comes to investment performance?

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