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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.

The anatomy of a bear market

By Peter Toogood, Embark Group

COVID-19, Embark Adviser

Bear markets are punctuated by high volatility and sharp rallies. Here are some thoughts on what we can expect in this time of crisis. The initial phase is typified by a significant drop in asset prices in a very short space of time.

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COVID-19 crisis - back to basics

By Peter Toogood, Embark Group

COVID-19, Embark Adviser

As a research team, The Adviser Centre are reading as much as they can about the COVID-19 virus in order to understand more about the potential economic consequences of the crisis. Following their guidance note posted on 16 March 2020, they offer some further thoughts

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COVID-19 crisis - economies, markets and policy responses

By Peter Toogood, Embark Group

COVID-19, Embark Adviser

The reaction of financial markets to the spread of Covid-19 has been dramatic and, as economic statistics roll in over the coming weeks and months, and companies report their earnings, the actual scale of the damage will become clearer.

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Key Budget changes on the IFA agenda

By David Lowe

Embark Adviser

The key announcements made in the Budget that will impact IFAs and their clients comes in the context of a massive fiscal boost for the economy of £30bn and a remarkable increase in regional, housing and infrastructure spending of more than £600bn over the life of this Parliament.

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Tax Year End 2019-2020 deadlines

By Suraj Shah

General news

In preparation for the approaching tax-year end here are some key deadlines and information for your pension contributions, pension benefits and ISA/GIA payments.

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How to stop clients from walking away

By Ben Peele, PortfolioMetrix

Embark Adviser

Building a wealth advice business can be a rewarding career but how do you maximise the value of your business, particularly if you have an eye on selling it to a third party at some point? One of the key criteria for valuing adviser firms is the assets under advice (AUA) that they have on their books.

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