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.
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Cutting through the Greenwash
Dec 08, 2020
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
COVID-19, Embark Adviser newsletter
Dec 08, 2020
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
Dec 08, 2020
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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How to make 2021 a year of growth
Dec 08, 2020
With two lockdowns behind us but the threat of more to come after the relative freedoms over the Christmas period, it’s likely that attracting new clients between now and mid-next year will continue to be challenging for advisers.
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Oh no, not another survey…but can research help with my 2021 business plan?
Dec 08, 2020
We have all been inundated with research and surveys this year. Are they simply something to read to relieve the Zoom fatigue or can they assist financial advisers with their business planning for 2021?
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Managing risk in volatile markets - Part four: The case for staying invested
Embark Adviser newsletter, Managing risk
Nov 11, 2020
Why the market turbulence triggered by Covid-19 reinforces a famous investment principle followed by Warren Buffett and others...This is part four in the series.
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