insights.
Niche marketing: Five tips for getting started
Jan 15, 2020
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.
Read more
2020 Outlook for US equities and economy
Jan 14, 2020
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.
Read more
Financial advice must reflect constantly changing time horizons
Jan 14, 2020
The days of simple product time horizons are over. Instead, advisers must manage the combined effects of overlapping, interrelated and dynamic goals. The concept of a time horizon is a mainstay of suitability. But what does it mean? And where does it fit into the financial planning process?
Read more
Embark Employee Awards 2019
Dec 31, 2019
Our Employee Awards highlights the standout excellence in management, innovation, customer service and generally going the above and beyond that we have seen over the past year.
Read more
Navigating through changing ESG requirements
Dec 15, 2019
2020 is set to be the year in which environmental, social and governance (ESG) factors will have to be incorporated into advisers’ suitability processes. The driver will be EU legislation which will still apply in the UK for at least the next 12 months and perhaps longer.
Read more
The journey of risk regulation: Don’t forget the investor
Dec 15, 2019
Risk tolerance cannot be accurately assessed by putting complex risk-return choices in front of people, or asking them to choose between possible portfolio outcomes in the distant future.
Read moreBe 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.