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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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Our thinking

Embark Investor Confidence Barometer

Our twice-annual survey of investor confidence, and the ONLY place advisers can compare and contrast the views of both advised and unadvised consumers on a range of issues. 2nd edition out now.

Managing investment risk in volatile markets

We have produced a short series on managing investment risk in volatile markets. It includes articles, insights and tips to help you keep clients educated and informed.

Embark appoints Sara Wilson as Head of Platform Proposition

By Ross Fisher, Embark Group

Embark Group news, Press Release

Embark has appointed Sara Wilson as Head of Platform Proposition. Sara recently transferred from Alliance Trust Savings (ATS) following the acquisition of its advised client books in 2020.

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Embark completes £7bn migration of ATS assets

By Ross Fisher, Embark Group

Embark Group news, Press Release

Embark Group today announces the successful migration of over £7 billion of advised assets onto the Embark platform from the client books of Alliance Trust Savings (ATS), including those from the market-leading trading service provider Stocktrade, which it acquired in October 2019.

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Embark launches its Retirement Outcomes educational website and Investment Pathways solution

By David Lowe

Embark Group news, Press Release

Embark Group announces the launch of its Retirement Outcomes educational website and Investment Pathways decision tool, as it continues its drive to provide digitally-enabled solutions for the UK investment savings and retirement market.

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Advance by Embark secures 9th consecutive Defaqto 5 Star Rating

By Phil Bungey, Advance by Embark

Embark Group news

Advance by Embark (Advance) has been given the Defaqto 5 Star Rating for the 9th consecutive year, the highest possible rating offered. This confirms Advance’s continued position at the forefront of the advised platform market.

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Horizon by Embark cement reputation as leading risk-profiled, multi-asset fund range

By Thomas Rostron, CEO, Embark Investments

Embark Group news, Press Release

Horizon by Embark has achieved a Defaqto 5 Diamond Risk Targeted Fund Family Rating for 2021. The five multi-asset fund range has achieved this rating for a third year in a row.

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Tax year end 2021: Planning opportunities in a unique year

By Scott Sinclair, Embark Group

Embark Adviser newsletter

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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