Cookie Settings


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.

Sign up to Embark Adviser

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

Managing investment risk in volatile markets

A short series on managing investment risk in volatile markets. It includes articles, insights and tips to help you keep clients educated and informed.

The Insider guide to drawdown

Approaches to drawdown are many, reflecting a wealth of possible strategies and a range of client needs. Here, we interview five adviser firms to get their insights on how they approach drawdown.

AIM for flexibility in Inheritance Tax planning

By David Holmes, Head of Business Development, Thorntons Investments

Embark Adviser newsletter

Taxation has existed almost as long as civilisation itself, with earliest records dating back to 3300 BC. Throughout history there have been countless ways of raising tax, ranging from the fairly obvious to the downright peculiar.   

Read more

How an equities bias tempers inflation in the long term

By Thomas Rostron, CEO, Embark Investments

Embark Adviser newsletter

When considering the long term, it pays to consider riskier asset classes. Following months of warnings, rumour and speculation, investors are keeping an eye out for signs of higher inflation.

Read more

New ways of accessing and exploiting space could spell future opportunity

By George Saffaye, MD, Global Investment Strategist, BNY Mellon

Embark Adviser newsletter

We can expect the space economy to grow at a rate of between 6 and 8% or higher in the next decade, driven by rapidly falling launch costs, especially as we move toward the commercialization of space, where private/public companies become far more involved.

Read more

Embracing the inflationary narrative (in the short term)

By Juan Valenzeula, Fund Manager, Fixed Income Team, Artermis

Embark Adviser newsletter

Are growth and inflation back and set to stay? Read why a temporary increase in inflation should not be confused with a persistent pricing problem.

Read more

Building enduring client relationships through professional risk management

By Asim Javed, Alpha Beta Partners

Embark Adviser newsletter

Bull markets breed investor complacency. Comforted by market euphoria, investment managers and financial advisers often forget lessons learned from previous downturns and high-risk trades tend to become more commonplace.

Read more

COP26: The last chance saloon

By Stephanie Kelly, Head of Asiri, Aberdeen Standard Investments

Embark Adviser newsletter, ESG

We identify why progress towards the Paris goals has been insufficient and what needs to change in Glasgow in November 2021 to put things right.

Read more

Be the first to hear our latest insights

Sign up to our monthly newsletter, Embark Adviser, for first-rate analysis and opinion on all matters affecting financial advisers. You can unsubscribe at any time, and we promise never to pass your details to a third party.