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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.

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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Re-thinking the role of the ACD

By Thomas Rostron, CEO, Horizon by Embark

Embark Adviser newsletter

With the authorised corporate director (ACD) back in the media spotlight again in relation to Woodford, now is a good time to explore how it's been one of the most overlooked components of asset management, with the fund management firm, individual fund managers and sometimes the asset allocator taking the limelight.

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Investment update: September 2020

By Asim Javed, Alpha Beta Partners

Embark Adviser newsletter

For the first time in history, the annual Jackson Hole economic meeting was a virtual affair. Jerome Powell, Federal Reserve Chairman took this opportunity to set out a new policy framework. We discuss the implications of this change and our views in this update.

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Managing investment risk in volatile markets

By Scott Sinclair, Embark Group

Embark Adviser newsletter, Managing risk

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 - and left in no doubt about the value of your advice - during periods of volatility. This is part one of the series.

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ESG: investment research considerations

By Gill Hutchison, Research Director, The Adviser Centre

Embark Adviser newsletter

ESG is now a key part of the investment process for the vast majority of fund management firms.  For some, this has been a natural progression while for others, a great deal of work has been undertaken to embed these factors anew.

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Five myths about ESG investing

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

Tackling the five myths of ESG investing: is it a fad or is it really here to stay? HINT: 68% of advisers would pay more attention to the ESG risks associated with investments and 88% agreed that the crisis reinforced the importance of stewardship.

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Check your agreements… ‘Agent as Client’ could put you at unnecessary risk

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

When was the last time you reviewed your agreements with investment and platform providers? Is your PI insurance is soon due for renewal? You may be operating under an agreement that your insurer will find too hot to handle – Agent as Client.

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