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What history tells investors about the Coronavirus

By Andrew Graham

COVID-19, Embark Adviser newsletter

A look back at the SARS outbreak of 2003 offers useful perspective on current fears about the spread of COVID-19.

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Time to put SSASs back on the table

By Andrew Phipps, Product Marketing Manager, Embark Group

Embark Adviser newsletter

SSASs can provide a neat solution for a large pool of potential clients, and yet relatively few people outside the pension industry know about them. Why is that? Suitable for both small businesses and groups of directors at larger organisations, SSASs allow clients to address business financing and pension requirements in one; however, advisory support in selecting the right one is crucial.

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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.

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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.

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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.

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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.

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