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Building clients’ trust through Investment Philosophy

By David Norman, TCF Investment

Embark Adviser newsletter

In a world of ever increasing complexity, clients can take comfort from knowing that their investments are under the stewardship of professional advisers and managers.

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Because you’re worth it: articulating the value of advice

By Ben Peele, PortfolioMetrix

Embark Adviser newsletter

Do you struggle to quantify the value clients gain from engaging with you? Many aspects of the service provided by financial advisers can’t be measured in monetary terms, so it can seem like a daunting exercise.

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Assessing the Risk of Reopening

By Josh Jamner, ClearBridge Investments

COVID-19, Embark Adviser newsletter

Some regions and industries may be better positioned than others for a rebound from COVID-19 closures, however not all regions and industries are impacted by COVID-19 equally.

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Planning your retirement planning: what does a good CRP look like?

By David Norman, TCF Investment

Embark Adviser newsletter

The UK is getting older, with statistics estimating that by 2066 one in four of the UK population will be aged 65 or over, while five million will be 85 or over. This is creating a huge planning task for financial advisers, particularly as the number of retirees with final salary pensions is shrinking fast.

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Market emergency survival

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

Embark Adviser newsletter

Finding the right words in a crisis is never easy. However, when it comes to knowing what to say and how to say it – to yourself or others – one cure does not always fit all. Every client experiences anxiety in different ways, and so it’s up to advisers to find personalised ways of helping them cope.

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Meeting FCA expectations on SMCR

By Sara Wilson

COVID-19, Embark Adviser newsletter

With the recent UK General Election stealing the headlines, the extension of the FCA’s Senior Managers and Certification Regime (SMCR) in December passed relatively unnoticed. Even with the situation created by COVID-19, advisers will still need to work through its implementation.

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