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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.

Multi-asset fund or Model portfolio?

By Gillian Hepburn, UK Intermediary Solutions Director, Schroders

Embark Adviser newsletter

What does your Centralised Investment Proposition (CIP) look like? Following the introduction of the PROD regulations in January 2018, many financial advisers reviewed their client segmentation and then ensured that appropriate products and services were being delivered to their client groups... but are all bases covered?

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Company with liquidity issues? An alternative solution

By James Cannon, Regional Sales Director, Embark Pensions

Embark Adviser newsletter

In September Small and medium-sized non-financial businesses drew down an extra £1.6 billion in loans (on net), meaning that the amount borrowed compared to last year had risen 22.8%, the strongest on record.

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Decumulation: The “nastiest, hardest problem in finance”

By Geoff Brooks, CEO, Alpha Beta Partners

Embark Adviser newsletter

“How much can I withdraw from my pension portfolio, to avoid the risk of running out?” Nobel Prize winner William F. Sharpe called this the single “nastiest, hardest problem in finance”

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Cutting through the Greenwash

By Marianne Harper Gow, Governance and Sustainability Specialist, Baillie Gifford

Embark Adviser newsletter

Within the context of global challenge it is easy to understand why ESG-focused funds are booming. But how do we distinguish between genuine integration and box-ticking efforts?

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Views from the house…with no house view

By Stephen Pearson, Chief Investment Officer, Jupiter

COVID-19, Embark Adviser newsletter

Long before any of us had heard the words “COVID-19,” there was a trend towards more flexible working in many sectors of the economy, including asset management. Some were embracing more flexible working arrangements, while others may have viewed them with a certain degree of scepticism.

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Continuing to fight the fashion revolution

By Peter Michaelis, Head of Sustainable Investment team, Liontrust

Embark Adviser newsletter

Since the launch of the Sustainable Future (SF) funds in 2001, the view has always been that unsafe and degrading working practices make no business, common or investment sense.

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