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.
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Lockdown has fired starting pistol in sprint to financial services digitisation
Jun 12, 2020
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
Jun 08, 2020
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
Jun 08, 2020
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
Jun 08, 2020
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
Jun 08, 2020
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
Jun 08, 2020
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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