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Embark Group continues to monitor the Coronavirus to support our clients and ensure the safety of our employees. For more information, tools and resources please visit our COVID-19 page.


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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How to stop clients from walking away

By Ben Peele, PortfolioMetrix

Embark Adviser

Building a wealth advice business can be a rewarding career but how do you maximise the value of your business, particularly if you have an eye on selling it to a third party at some point? One of the key criteria for valuing adviser firms is the assets under advice (AUA) that they have on their books.

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We need to talk about...the pension freedoms

By Sara Wilson

Embark Adviser

For the uninitiated, the 2014 Budget announcement that the government would “legislate to remove all remaining tax restrictions” on access to pension pots may not have sounded particularly radical.

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"Coronavirus" COVID-19 - putting recent market falls into context

By Asim Javed, Alpha Beta Partners

COVID-19, Embark Adviser

Two weeks ago, the S&P 500 Index fell 11.4% in a single week. What is the precedent for a move of this magnitude?

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The true value of IFAs

By David Norman, TCF Investment

Embark Adviser

More than ever IFAs are having to justify their value. Amidst MiFID disclosure requirements and ever-growing press scrutiny, advisers need to show what they do and why they’re worth it.

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What history tells investors about the Coronavirus

By Andrew Graham

COVID-19, Embark Adviser

A look back at the SARS outbreak of 2003 offers useful perspective on current fears about the spread of COVID-19.

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Time to put SSASs back on the table

By Andrew Phipps

Embark Adviser

SSASs can provide a neat solution for a large pool of potential clients, and yet relatively few people outside the pension industry know about them. Why is that? Suitable for both small businesses and groups of directors at larger organisations, SSASs allow clients to address business financing and pension requirements in one; however, advisory support in selecting the right one is crucial.

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