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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

Exclusive to Embark: Our biannual survey of investor confidence, and the only place advisers can compare the views of peers, advised investors and unadvised investors

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Managing investment risk in volatile markets

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 Insider guide to drawdown

Approaches to drawdown are many, reflecting a wealth of possible strategies and a range of client needs. Here, we interview five adviser firms to get their insights on how they approach drawdown.

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Wealth transfer: how to prepare for the responsible heirs

By Dave Fewtrell, Head of Strategic Partnerships, abrdn Investments

Embark Adviser newsletter

May 25, 2022

The advice market is currently being buoyed by the needs of the wealthiest demographic: the baby boomers, who were born between 1946 and 1964. As boomers age, though, we will start to see a wealth transfer take place.

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Social factors are a key differentiator for companies fighting the Great Resignation

By Hugh Gimber, Vice President, Global Market Strategy, J.P. Morgan Asset Management

Embark Adviser newsletter

May 25, 2022

In an extremely tight labour market, screening for strong social credentials will be crucial to identifying companies who can build strong talent pipelines without higher wage bills squeezing margins.

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Addressing the retirement confidence gap

By Peter Docherty, Chief Executive Officer, Embark Platform

Embark Adviser newsletter

May 11, 2022

The client-adviser relationship can sometimes feel like walking a tightrope, with advisers offering a steadying hand as clients step towards their future. The end destination ought to be a comfortable and enjoyable retirement, but there are inevitably going to be difficult moments to navigate en route.

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VIDEO | 60/40 evolved: The rise of volatility managed funds

By Ross Fisher, Embark Group

Embark Adviser newsletter, Managing risk

Apr 26, 2022

Watch as Embark Investments Key Account Manager Neale Smith takes us through a short presentation on volatility manage funds.

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You can't avoid every pothole in the road

By Neil Birrell,Premier Miton Investors

Embark Adviser newsletter

Apr 26, 2022

As the atrocities perpetrated by the Russian forces in Ukraine unfold, there is some hope that the conflict may not be as open ended or as widespread as feared.

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Biodiversity Loss: The other systemic crisis

By Adrienn Sarandi, Head of ESG Strategy & Development, Janus Henderson Investors

Embark Adviser newsletter, ESG

Apr 26, 2022

Janus Henderson’s Adrienn Sarandi, Head of ESG Strategy & Development, and Bhaskar Sastry, ESG Content Manager, believe that biodiversity loss is a crisis that could have systemic impacts akin to climate change.

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