insights.
Embark Group reports 15% Organic Growth and 450% increase in Adjusted Earnings in 2019
Embark Group news, Press Release
May 15, 2020
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
May 12, 2020
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
May 06, 2020
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’
Embark Group news, Press Release
Apr 30, 2020
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
Apr 07, 2020
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
Apr 07, 2020
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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