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.

How investment platform automation is helping financial advisers in lockdown

By Toby Larkman

COVID-19, General news

Platforms that have invested in automation are helping advisers continue to serve clients with minimal disruption during the Coronavirus pandemic.

Read more

Embark completes acquisition of Zurich Retail Investment Platform and the Zurich Horizon ‘ACD’

By Ross Fisher, Embark Group

Embark Group news, Press Release

Embark Group is pleased to announce that it has completed its acquisition of Zurich’s Investment and Retail Platform and its Authorised Corporate Director & Investment Management businesses, as it continues to build its presence in the UK retirement and investment savings sector.

Read more

Market emergency survival

By Greg B Davies, Oxford Risk

Embark Adviser

Finding the right words in a crisis is never easy. However, when it comes to knowing what to say and how to say it – to yourself or others – one cure does not always fit all. Every client experiences anxiety in different ways, and so it’s up to advisers to find personalised ways of helping them cope.

Read more

Meeting FCA expectations on SMCR

By Sara Wilson

COVID-19, Embark Adviser

With the recent UK General Election stealing the headlines, the extension of the FCA’s Senior Managers and Certification Regime (SMCR) in December passed relatively unnoticed. Even with the situation created by COVID-19, advisers will still need to work through its implementation.

Read more

Diversification: The only free lunch?

By David Norman, TCF Investment

Embark Adviser

The phrase that “diversification is the only free lunch in investing” is attributed to Nobel Prize winner Harry Markowitz, one of the grandfathers of modern portfolio theory. One of the cornerstones of investing is that there are no meaningful returns without risk. Investors who own volatile investments are compensated by a “risk premium,” which refers to excess return over risk-free assets, normally government bonds.

Read more

COVID-19 crisis - scenarios for the next phase

By Peter Toogood, Embark Group

COVID-19, Embark Adviser

Although uncertainty about the future is extremely high, it is helpful to consider scenarios that may play out from here. From a financial market perspective, the variables that dictate the duration and depth of this bear market are clear.

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.