Cookie Settings

Embark Group continues to monitor the Coronavirus to support our clients and ensure the safety of our employees. For more information, tools and resources please visit our COVID-19 page.

Insights

Things that successful investors don't do!

By David Norman, TCF Investment

Embark Adviser newsletter

From starting without a plan, relying on just one investment, and ignoring taxes to overlooking how much they pay for services; find out just what investors don’t do and where financial advisers have a role to play.

Read more

The case for rebooting your CIP

By Ian Furtado

Embark Adviser newsletter

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.

Read more

Noise, noise, noise!

By David Norman, TCF Investment

Embark Adviser newsletter

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.

Read more

Niche marketing: Five tips for getting started

By Sara Wilson

Embark Adviser newsletter

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.

Read more

2020 Outlook for US equities and economy

By Jeff Schulze

Embark Adviser newsletter

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.

Read more

Financial advice must reflect constantly changing time horizons

By Greg B Davies, PhD - Head of Behavioural Science, Oxford Risk

Embark Adviser newsletter

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?

Read more

Be the first to hear news and insights from Embark Platform

Our emails are designed to be topical and engaging, however if you don’t like what we send, you can unsubscribe at any time. We promise never to pass your details on to a third party.

  • By submitting this form you are agreeing to our website privacy notice and terms of use.
  • This field is for validation purposes and should be left unchanged.