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Embark News, our monthly newsletter

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. These information-based articles are not sponsored or promotional and this page is constantly updated with fresh content.

These articles are intended for regulated financial advisers and intermediaries only.

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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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2020 Outlook for US equities and econony

By Jeff Schulze

Embark Adviser

Consumer strength should avert recession as equity markets remain volatile. The S&P 500 Index made new all-time highs in 2019, as on-and-off trade tensions with China eased, the Federal Reserve (Fed) cut interest rates three times and corporate earnings held up better than anticipated.

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Financial advice must reflect constantly changing time horizons

By Greg B Davies

Embark Adviser

The days of simple product time horizons are over. Instead, advisers must manage the combined effects of overlapping, interrelated and dynamic goals. The concept of a time horizon is a mainstay of suitability. But what does it mean? And where does it fit into the financial planning process?

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Navigating through changing ESG requirements

By Peter Toogood

Embark Adviser

2020 is set to be the year in which environmental, social and governance (ESG) factors will have to be incorporated into advisers’ suitability processes. The driver will be EU legislation which will still apply in the UK for at least the next 12 months and perhaps longer.

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