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Insights

Check your agreements… ‘Agent as Client’ could put you at unnecessary risk

By Dave Chessell, UK Distribution Director, PortfolioMetrix

Embark Adviser newsletter

When was the last time you reviewed your agreements with investment and platform providers? Is your PI insurance is soon due for renewal? You may be operating under an agreement that your insurer will find too hot to handle – Agent as Client.

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Investment returns are in the eye of the behaviour-holder

By Greg B Davies, PhD - Head of Behavioural Science, Oxford Risk

Embark Adviser newsletter

Quantum investing: the observation of an investment journey changes its nature... When is the same investment return not the same investment return?

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Horizon by Embark attains 5 Crowns across the board for its multi-asset funds

By Rachel McKinnon

Embark Group news, General news, Press Release

Horizon by Embark today announces that all five of its multi-asset funds have been awarded a five-Crown rating, the highest rating possible, by FE fundinfo’s Crown Fund Ratings.

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"New ventures must raise capital and get customer traction for their services"

By Ross Fisher, Embark Group

General news

Speaking with Fintech Global, Embark Group CEO Phil Smith highlights the challenges faced by smaller FinTech ventures; especially when compared to bigger firms.

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Fettered vs unfettered: The unfinished debate

By Fraser Blain, Horizon by Embark

Embark Adviser newsletter

Is it time for advisers to revisit the merits of fettered funds compared to their unfettered rivals? The debate is not a new one, but given changes in regulation, market practices and approaches, it's now framed in a dramatically different context.

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Emerging markets: Five positive trends

By Martin Currie, A Legg Mason company

Embark Adviser newsletter

With the pandemic dominating the short-term outlook, the longer-term advantages of emerging-market companies have become more important in the pursuit of return. Here are the top five.

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