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.
Specifically for financial advisers, you can also keep up-to-date by joining our mailing list to receive our monthly newsletter, Embark Adviser.
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The journey of risk regulation: Don’t forget the investor
Dec 15, 2019
Risk tolerance cannot be accurately assessed by putting complex risk-return choices in front of people, or asking them to choose between possible portfolio outcomes in the distant future.
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Global Equities - Key themes for 2020
Dec 15, 2019
Wild cards like Brexit and the U.S. election have the potential to impact markets against a backdrop of low inflation and muted growth. The world will become ever-more disruptive.
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Working with vulnerable clients
Dec 15, 2019
Missing the signs that a client might be vulnerable isn’t something any adviser wants, and with the FCA recently closing a consultation on the fair treatment of vulnerable clients it’s an issue of sharpening regulatory focus too.
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20 things that advisers do to add value
Dec 13, 2019
There is little doubt that financial advisers add real value to clients - clear goals, peace of mind, financial security and confidence in the future.
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Growing demand for impact investing
Dec 13, 2019
Financial jargon can be hard to keep track of at the best of times and just when you think you’ve gotten a handle on the latest money mutterings, they change all over again. So what is impact investing?
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Taper challenges bring advice opportunities
Nov 14, 2019
Even with all the noise of a general election, the tapered annual allowance continues to make the headlines, presenting advisers with a significant opportunity to make the case for pension planning.
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