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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 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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Lockdown has fired starting pistol in sprint to financial services digitisation

By Matthew Rankine, Embark Group

Embark Adviser, General news

Firms’ rush to digital can benefit customers and enhance margins, so now is the time to get it done right.

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Building clients’ trust through Investment Philosophy

By David Norman, TCF Investment

Embark Adviser

In a world of ever increasing complexity, clients can take comfort from knowing that their investments are under the stewardship of professional advisers and managers.

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Because you’re worth it: articulating the value of advice

By Ben Peele, PortfolioMetrix

Embark Adviser

Do you struggle to quantify the value clients gain from engaging with you? Many aspects of the service provided by financial advisers can’t be measured in monetary terms, so it can seem like a daunting exercise.

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Assessing the Risk of Reopening

By Josh Jamner, ClearBridge Investments

COVID-19, Embark Adviser

Some regions and industries may be better positioned than others for a rebound from COVID-19 closures, however not all regions and industries are impacted by COVID-19 equally.

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The enduring importance of long-term horizons and diversification

By Thomas Rostron, Horizon by Embark

Embark Adviser

Since the start of the Covid-19 crisis, the financial markets have seen extreme volatility. Markets suffered significant reverses in late February and March, with weeks of record-breaking falls interspersed with occasional days of near-record rises. Advisers will be seeking a framework to understand what has happened, the implications for investment strategies and how that relates to their advice for clients.

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“Coronavirus” COVID-19: an update for Investors

By John Reynolds, Alpha Beta Partners

COVID-19, Embark Adviser

The unfolding economic picture is challenging, and markets are now primed to expect a further sharp downturn in Q2 economic data across the globe.

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