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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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Global growth: what to worry about?

By Kim Catechis

Embark Adviser

The IMF’s latest World Economic Outlook forecasts a gradual recovery of economic growth, founded on the expectation that a group of emerging economies will return to their longer-term average growth rates. Yet, geopolitical tensions and other external risk factors loom close on the horizon, such as the ‘tariff war’ between the US and China, post-Brexit UK trade negotiations, and climate change.

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The letter and the spirit of the law

By Greg B Davies

Embark Adviser

There are two sides to any set of laws: the words themselves, and the intentions behind them. Overlooking the latter risks compromising client outcomes. Despite best intentions, establishing client confidence and compliance is about more than a letter-of-the-law approach.

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Things that successful investors don't do!

By David Norman

Embark Adviser

From starting without a plan, relying on just one investment, and ignoring taxes to overlooking how much they pay for services; find out just what investors don’t do and where financial advisers have a role to play.

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The case for rebooting your CIP

By Ian Furtado

Embark Adviser

The start of a new year is always a good opportunity to take stock and reconsider, as you look forward to the year ahead. There is a particularly strong case for revisiting your centralised investment proposition (CIP) if you haven’t done so for a while or, if your firm does not have a CIP, considering incorporating one.

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Noise, noise, noise!

By David Norman

Embark Adviser

Investing is risky. Anyone who says otherwise is mistaken. But there are also risks in not investing - inflation being the most obvious. Unfortunately, many investors discovered a new risk during 2019 - liquidity risk - the inability to access assets when desired.

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Niche marketing: Five tips for getting started

By Sara Wilson

Embark Adviser

Niche marketing is a simple yet effective idea. Done well it can deliver great results and for relatively little cost. Marketing your business can sometimes feel discouraging.

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