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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.

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Measuring risk tolerance: If a job’s worth doing, it’s worth doing well

By Greg B Davies

Embark News

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.

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Cautious optimism for equities

By Scott Glasser

Embark News

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.

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Humans and investing

By David Norman

Embark News

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.

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Getting to grips with SMCR

By Sara Wilson

Embark News

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.

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Join us for our Adviser Masterclass in December

By Suraj Shah

News

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.

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Embark agrees to acquire the Adviser and Partnership businesses of Alliance Trust Savings

By Suraj Shah

News

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.

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