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insights.

The letter and the spirit of the law

By Greg B Davies, Oxford Risk

Embark Adviser

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

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

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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Noise, noise, noise!

By David Norman, TCF Investment

Embark Adviser

Investing is risky. Anyone who says otherwise is mistaken. But there are also risks in not investing - inflation being the most obvious. Unfortunately, many investors discovered a new risk during 2019 - liquidity risk - the inability to access assets when desired.

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Niche marketing: Five tips for getting started

By Sara Wilson

Embark Adviser

Niche marketing is a simple yet effective idea. Done well it can deliver great results and for relatively little cost. Marketing your business can sometimes feel discouraging.

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2020 Outlook for US equities and economy

By Jeff Schulze

Embark Adviser

Consumer strength should avert recession as equity markets remain volatile. The S&P 500 Index made new all-time highs in 2019, as on-and-off trade tensions with China eased, the Federal Reserve (Fed) cut interest rates three times and corporate earnings held up better than anticipated.

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