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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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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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Client experience: what can we learn from the retail sector?

By Abbie Knight

Embark Adviser

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.

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Centralised Investment Propositions: too cookie cutter?

By Abbie Knight

Embark Adviser

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.

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