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Where should platforms come in a CRP checklist?

By Alistair Wilson, Head of Platform Strategy, Embark Platform

Embark Group news, General news

There is no FCA requirement to have a formal CIP or a CRP, so this may or may not come as a surprise. How will your platform support your proposition?

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How investment platform automation is helping financial advisers in lockdown

By Toby Larkman

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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Lockdown has fired starting pistol in sprint to financial services digitisation

By Matthew Rankine, Embark Group

Embark Adviser newsletter, General news

Firms’ rush to digital can benefit customers and enhance margins, so now is the time to get it done right.

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Building clients’ trust through Investment Philosophy

By David Norman, TCF Investment

Embark Adviser newsletter

In a world of ever increasing complexity, clients can take comfort from knowing that their investments are under the stewardship of professional advisers and managers.

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Because you’re worth it: articulating the value of advice

By Ben Peele, PortfolioMetrix

Embark Adviser newsletter

Do you struggle to quantify the value clients gain from engaging with you? Many aspects of the service provided by financial advisers can’t be measured in monetary terms, so it can seem like a daunting exercise.

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Assessing the Risk of Reopening

By Josh Jamner, ClearBridge Investments

COVID-19, Embark Adviser newsletter

Some regions and industries may be better positioned than others for a rebound from COVID-19 closures, however not all regions and industries are impacted by COVID-19 equally.

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