News and insights
Below you will find our latest articles on issues affecting financial services, as well as news from the Embark Group and our businesses.
Specifically for financial advisers, you can also keep up-to-date by joining our mailing list to receive our monthly newsletter, Embark News. 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.
Read the latest newsletter
Measuring risk tolerance: If a job’s worth doing, it’s worth doing well
Nov 13, 2019
With stories of unsuitable investments hitting the headlines again, the grounds for recommending one investment over another need closer scrutiny. That risk-tolerance tests are an essential piece of this puzzle is already acknowledged. That these tests are often unfit for purpose is, sadly, not.
Read more
Cautious optimism for equities
Nov 13, 2019
Is the U.S. economy experiencing a soft patch, or is a recession on the horizon? Regardless of the outcome, history suggests that equities will continue to move higher in the coming months with an uptick in volatility.
Read more
Humans and investing
Nov 13, 2019
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.
Read more
Getting to grips with SMCR
Nov 13, 2019
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.
Read more
Join us for our Adviser Masterclass in December
Nov 11, 2019
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.
Read more
Embark agrees to acquire the Adviser and Partnership businesses of Alliance Trust Savings
Oct 28, 2019
Embark Group has today agreed in principle to acquire the advised and partnership client books of Alliance Trust Savings (ATS) from interactive investor (II), for an undisclosed amount, further increasing Embark’s presence in the UK investment savings sector.
Read moreBe the first to hear news and insights from Embark Group
Our emails are designed to be topical and engaging, however if you don’t like what we send, you can unsubscribe at any time. We promise never to pass your details on to a third party.