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

Global growth: what to worry about?

By Kim Catechis

Embark Adviser newsletter

The IMF’s latest World Economic Outlook forecasts a gradual recovery of economic growth, founded on the expectation that a group of emerging economies will return to their longer-term average growth rates. Yet, geopolitical tensions and other external risk factors loom close on the horizon, such as the ‘tariff war’ between the US and China, post-Brexit UK trade negotiations, and climate change.

Read more

The letter and the spirit of the law

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

Embark Adviser newsletter

There are two sides to any set of laws: the words themselves, and the intentions behind them. Overlooking the latter risks compromising client outcomes. Despite best intentions, establishing client confidence and compliance is about more than a letter-of-the-law approach.

Read more

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

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.