Below you will find our latest articles on issues affecting financial services, as well as news from the Embark Group and our businesses.
Specifically for financial advisers, you can also keep up-to-date by joining our mailing list to receive our monthly newsletter, Embark News. 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.Read the latest newsletter
Sep 26, 2019
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.Read more
Sep 20, 2019
At a time when machines will automate repeatable processes in our businesses, with AI playing a greater role in service delivery (I'll share more on this in a later post), the way to truly differentiate is by engineering an unforgettable client experience.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 15, 2019
The following formula is used to quantify the value of advice - not just your technical expertise, but also the emotional support and guidance you offer throughout the client’s investing journey.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
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