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insights.

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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Financial advice must reflect constantly changing time horizons

By Greg B Davies, Oxford Risk

Embark Adviser

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?

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Embark Employee Awards 2019

By Suraj Shah, Embark Group

General news

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.

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Navigating through changing ESG requirements

By Peter Toogood, Embark Group

Embark Adviser

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.

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The journey of risk regulation: Don’t forget the investor

By Greg B Davies, Oxford Risk

Embark Adviser

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.

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