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insights.

Embark Group reports 15% Organic Growth and 450% increase in Adjusted Earnings in 2019

By Ross Fisher

Embark Group news, Press Release

The Embark Group reports its consolidated annual results for the year ending 31 December 2019. The period brought accelerated organic growth and improved operational performance for Embark.

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Document submission requirements: a Covid-enforced wake-up call

By Ross Fisher

COVID-19, General news

According to NextWealth’s data, Embark ranks among the top performing firms in relation to ease of document submission, requiring no signature at all for 62% of processes.

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How investment platform automation is helping financial advisers in lockdown

By Toby Larkman

COVID-19, General news

Platforms that have invested in automation are helping advisers continue to serve clients with minimal disruption during the Coronavirus pandemic.

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Embark completes acquisition of Zurich Retail Investment Platform and the Zurich Horizon ‘ACD’

By Ross Fisher

Embark Group news, Press Release

Embark Group is pleased to announce that it has completed its acquisition of Zurich’s Investment and Retail Platform and its Authorised Corporate Director & Investment Management businesses, as it continues to build its presence in the UK retirement and investment savings sector.

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Market emergency survival

By Greg B Davies

Embark Adviser

Finding the right words in a crisis is never easy. However, when it comes to knowing what to say and how to say it – to yourself or others – one cure does not always fit all. Every client experiences anxiety in different ways, and so it’s up to advisers to find personalised ways of helping them cope.

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Meeting FCA expectations on SMCR

By Sara Wilson

COVID-19, Embark Adviser

With the recent UK General Election stealing the headlines, the extension of the FCA’s Senior Managers and Certification Regime (SMCR) in December passed relatively unnoticed. Even with the situation created by COVID-19, advisers will still need to work through its implementation.

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