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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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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.

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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.

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The crucial role of advisers (and cashflow models) in ‘no fault’ divorces

By David Downie, Group Chief Actuary, Embark Group

Embark Adviser newsletter

Sep 02, 2021

Is this the end of the blame game? In April next year, the Divorce, Dissolution and Separation Act 2020* – designed to allow married couples in England and Wales to issue divorce proceedings without assigning blame – comes into force.

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Are we due for a taper tantrum?

By Sebastian Vismara, Financial Economist, BNY Mellon Investment Management

Embark Adviser newsletter

Aug 11, 2021

With US GDP climbing above its pre-pandemic level in Q2 2021 and inflation remaining high and above its 2% target, the Federal Reserve is widely expected to start discussing how and when to taper its asset purchases over the coming months.

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Can investors help move the date of Earth Overshoot Day?

By Derek Ip, Senior Associate, Responsible Investments, BMO Global Asset Management

Embark Adviser newsletter

Aug 11, 2021

This year, Earth Overshoot Day fell on 29 July, marking the day humanity’s demand for natural resources and services in a given year exceeds what Earth can regenerate in that year. Discover what drives this date – and the role investors must play in pushing it backwards.

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Tech + football = a winning partnership

By Janus Henderson Investors

Embark Adviser newsletter

Aug 11, 2021

Technology is taking share across many sectors and this is set to accelerate in the next wave of disruption, with the key enablers being software, artificial intelligence (AI), and the Internet of Things (IoT). But how is a sport like football (soccer) being transformed by innovation and technology?

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The Times They Are A-Changin’

By Neil Birrell,Premier Miton Investors

Embark Adviser newsletter

Aug 10, 2021

It all seemed to have been going so well; vaccination programmes were being rolled out, COVID was a receding threat, economic activity was picking up strongly, the outlook was positive and, with the exception of how far inflation might rise, was reasonably predictable. But over recent weeks that scenario has been questioned.

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A team approach adds value!

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

Aug 10, 2021

New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?

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