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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.

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Working with vulnerable clients

By Sara Wilson

Embark Adviser

Missing the signs that a client might be vulnerable isn’t something any adviser wants, and with the FCA recently closing a consultation on the fair treatment of vulnerable clients it’s an issue of sharpening regulatory focus too.

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20 things that advisers do to add value

By David Norman

Embark Adviser

There is little doubt that financial advisers add real value to clients - clear goals, peace of mind, financial security and confidence in the future.

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Growing demand for impact investing

By Damien Lardoux

Embark Adviser

Financial jargon can be hard to keep track of at the best of times and just when you think you’ve gotten a handle on the latest money mutterings, they change all over again. So what is impact investing?

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Taper challenges bring advice opportunities

By Matthew Rankine

Embark Adviser

Even with all the noise of a general election, the tapered annual allowance continues to make the headlines, presenting advisers with a significant opportunity to make the case for pension planning.

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How likely is a global recession?

By Charles Hepworth

Embark Adviser

Economic indicators suggest a global recession is unlikely, and any resolution of the China-US trade war could provide further relief, says GAM Investments’ Charles Hepworth. However he believes the UK could be moving closer to recession territory.

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

By Greg B Davies

Embark Adviser

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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