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.

Our thinking

Embark Investor Confidence Barometer

Exclusive to Embark: Our biannual survey of investor confidence, and the only place advisers can compare the views of peers, advised investors and unadvised investors.

Are you ready for Consumer Duty?

Check out our four Consumer Duty guides which unpack how to evidence you are delivering good outcomes for your clients across the FCA’s four Consumer Duty outcomes.

Embark launches The Paraplanner Room

By Embark Group

Embark Group news, Press Release

Embark Group (Embark) has announced today that it is launching The Paraplanner Room, a dedicated resource hub offering insight, information and tools for paraplanners to better serve their businesses.

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Why are advisers more bullish than their clients?

By Nick Armet, Embark Group

Embark Adviser newsletter

After a torrid time since our last survey in February, investor confidence has taken a significant knock. Advised clients are much less bullish, with those expecting a rise in equities in the next 12 months falling to 40% from 61%.

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Embark Group wins ‘Developing Skills and Inclusion’ category at Scottish Financial Services Awards

By Phil Bungey, Advance by Embark

Embark Group news, Press Release

Embark Group (Embark) was recognised at the Scottish Financial Services Awards, winning in the ‘Developing Skills and Inclusion’ category on 27th October.

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Bull & Bear Markets since 1970

By Embark Investments

Embark Adviser newsletter

Since making new highs at the start of the year, global stock markets, including the S&P500 Index, have fallen over 20% this year, fulfilling the technical definition of a bear market.

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Cash investing friend or foe?

By Embark Investments

Embark Adviser newsletter

Deciding whether to hold cash or invest in the stock market can be a difficult choice that is typically driven by a risk averse attitude and a more limited capacity for loss. However, any decision to invest in cash can come with serious consequences for long-term growth potential.

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Four lenses for looking through market volatility

By Nick Armet, Embark Group

Embark Adviser newsletter

Stock markets have performed poorly so far in 2022, particularly US stock markets like the S&P500 and the Nasdaq Composite which delivered double-digit percentage declines to the end of the June.

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