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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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Our thinking

Embark Investor Confidence Barometer

Exclusive to Embark: Our biannual survey of investor confidence, and the only place advisers can compare the views of peers, advised investors and unadvised investors

Managing investment risk in volatile markets

A short series on managing investment risk in volatile markets. It includes articles, insights and tips to help you keep clients educated and informed.

The Insider guide to drawdown

Approaches to drawdown are many, reflecting a wealth of possible strategies and a range of client needs. Here, we interview five adviser firms to get their insights on how they approach drawdown.

Pandemic Implications for Environmental, Social and corporate Governance

By David Sheasby, Head of Governance and Sustainability, Martin Currie

Embark Adviser newsletter

The ‘social’ aspect of ESG has often been overshadowed, but the COVID-19 crisis has brought it to the forefront. The last month has clearly been dominated by the pandemic, as investors reflect on the potential impacts on global supply chains, the global economy, and corporates.

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Smart investors know that financial advice is the best route to wealth

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

In these uncertain times, financial security is at the forefront of everyone’s thinking. Making the right decisions is critically important for investors, which is why now more than ever, it’s important for people to listen to the experts and take advice from qualified financial advisers.

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Planning your retirement planning: what does a good CRP look like?

By David Norman, TCF Investment

Embark Adviser newsletter

The UK is getting older, with statistics estimating that by 2066 one in four of the UK population will be aged 65 or over, while five million will be 85 or over. This is creating a huge planning task for financial advisers, particularly as the number of retirees with final salary pensions is shrinking fast.

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Our review of Q1 in 2020

By Peter Toogood, CIO, Embark Group

Embark Adviser newsletter, General news

In our current extraordinary circumstances, it is hard to believe that the term “COVID-19” was unknown to us at the beginning of the quarter.  Risk assets may have started the year in relatively buoyant form, but the shadow of the coronavirus soon made its presence felt.

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Market emergency survival

By Greg B Davies, PhD - Head of Behavioural Science, Oxford Risk

Embark Adviser newsletter

Finding the right words in a crisis is never easy. However, when it comes to knowing what to say and how to say it – to yourself or others – one cure does not always fit all. Every client experiences anxiety in different ways, and so it’s up to advisers to find personalised ways of helping them cope.

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Meeting FCA expectations on SMCR

By Sara Wilson

COVID-19, Embark Adviser newsletter

With the recent UK General Election stealing the headlines, the extension of the FCA’s Senior Managers and Certification Regime (SMCR) in December passed relatively unnoticed. Even with the situation created by COVID-19, advisers will still need to work through its implementation.

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