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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.

Specifically for financial advisers, you can also keep up-to-date by joining our mailing list to receive our monthly newsletter, Embark Adviser.

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The next decade: 2020 vision

By Seven Investment Management (7IM)

Embark Adviser

What forces could change the world in the 2020’s? What trends should we look out for? Elon Musk is aiming to launch the first private spaceflight to the moon in 2023. Is space tourism the next big thing to invest in – should you be stockpiling rocket fuel and researching spacesuits?

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Stay focused on your objective

By Tacit Investment Management

Embark Adviser

With the focus very much on short term issues in the UK and US, we believe investors are missing key longer-term implications being highlighted in government bond markets.

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DFM and investment performance

By Rathbones

Embark Adviser

A report looking at the value of Discretionary Fund Management (DFM) has unveiled clear distinctions between two camps of advisers, the adopters and non-adopters of a third-party investment manager. Yet, one important question remains, how do the two camps compare when it comes to investment performance?

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Climate-friendly investing

By P1 Investment Management

Embark Adviser

Climate concerns have emerged as a significant theme in ethical and sustainable investing. Global warming is almost certainly the most significant challenge and the greatest threat that humanity, and our planet, face today.

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Game changing pricing: implications for the DFM market

By Abbie Knight

Embark Adviser

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?

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This simple strategy could transform your business

By Abbie Knight

Embark Adviser

You may be familiar with the statistic: it can cost five times more to attract a new customer vs. retain an existing one. Does that mean you should set prospecting aside? Perhaps. Because the greatest growth opportunity could exist within your own book of business.

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