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Insights

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

Our twice-annual survey of investor confidence, and the ONLY place advisers can compare and contrast the views of both advised and unadvised consumers on a range of issues. 2nd edition out now.

Managing investment risk in volatile markets

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

A team approach adds value!

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

New research from Cerulli Associates highlighted that only 29% of clients felt that their financial adviser had the highest level of expertise to run their portfolio. What should advisers draw from these stark figures and is a team approach needed?

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AIM for flexibility in Inheritance Tax planning

By David Holmes, Head of Business Development, Thorntons Investments

Embark Adviser newsletter

Taxation has existed almost as long as civilisation itself, with earliest records dating back to 3300 BC. Throughout history there have been countless ways of raising tax, ranging from the fairly obvious to the downright peculiar.   

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Embark announces sale to Lloyds Banking Group

By Ross Fisher, Embark Group

Embark Group news, Press Release

Embark Group announced today its sale to Lloyds Banking Group (Lloyds), subject to regulatory approval.

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Embark named as one of the world's 50 leading fintechs

By Suraj Shah, Embark Group

Embark Group news, Fintech, General news, Press Release

Embark Group (Embark), one of the leading UK retirement solutions providers, has been named as part of the Fintech Power 50, which celebrates trailblazing fintech companies.

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How an equities bias tempers inflation in the long term

By Thomas Rostron, CEO, Embark Investments

Embark Adviser newsletter

When considering the long term, it pays to consider riskier asset classes. Following months of warnings, rumour and speculation, investors are keeping an eye out for signs of higher inflation.

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New ways of accessing and exploiting space could spell future opportunity

By George Saffaye, MD, Global Investment Strategist, BNY Mellon

Embark Adviser newsletter

We can expect the space economy to grow at a rate of between 6 and 8% or higher in the next decade, driven by rapidly falling launch costs, especially as we move toward the commercialization of space, where private/public companies become far more involved.

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