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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Oct 03, 2019
We're already seeing movement in the pricing strategies adopted by financial advisers, away from ad valorem toward fixed fees. In the platform space, the announcement of 'Netflix pricing' sent ripples across the market. Could the DFM sector follow suit?Read more
Sep 12, 2019
Since the introduction of the Retail Distribution Review we’ve seen an explosion in the use of CIPs. In fact, research indicates that 90% of firms now have a CIP and of those that do, around 80% of all new assets with be placed within it.Read more
Aug 08, 2019
Exploring a possible reason for the vitriol posted online, and whether we need to stop using demographics as the basis for creating services or targeting our marketing.Read more
Jul 11, 2019
How can we address this important issue? There are a number of issues we know about and some we can learn aboutRead more
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