Insights

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Below you will find the latest articles covering a wide range of issues and topics relevant to financial advisers. Articles are written by contributors from Embark’s businesses as well as other partners and providers and are not promotional or sponsored.

These articles are intended for regulated financial advisers and intermediaries only.

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Our thinking

Investor Confidence Barometer

Exclusive to Embark: Our biannual survey of investor confidence, and the only place advisers can compare the views of peers, advised investors and unadvised investors.

Are you ready for Consumer Duty?

Check out our four Consumer Duty guides which unpack how to evidence you are delivering good outcomes for your clients across the FCA’s four Consumer Duty outcomes.

The Insider guide to drawdown

Approaches to drawdown are many, reflecting a wealth of possible strategies and a range of client needs. Here, we interview five adviser firms to get their insights on how they approach drawdown.