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insights.

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

By Ben Peele, PortfolioMetrix

Embark Adviser

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

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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“Coronavirus” COVID-19: an update for Investors

By John Reynolds, Alpha Beta Partners

COVID-19, Embark Adviser

The unfolding economic picture is challenging, and markets are now primed to expect a further sharp downturn in Q2 economic data across the globe.

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AKG view on Embarks response to COVID-19

By Ross Fisher, Embark Group

COVID-19, Embark Group news, General news

In May 2020 AKG issued their view of the Embark Group’s position regarding Covid-19

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Embark Group reports 15% Organic Growth and 450% increase in Adjusted Earnings in 2019

By Ross Fisher, Embark Group

Embark Group news, Press Release

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

By Ross Fisher, Embark Group

COVID-19, General news

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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