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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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AKG view on Embarks response to COVID-19

By Ross Fisher, Embark Group

COVID-19, Embark Group news, General news

In May 2020 AKG issued their view of the Embark Group’s position regarding Covid-19

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Embark Group reports 15% Organic Growth and 450% increase in Adjusted Earnings in 2019

By Ross Fisher, Embark Group

Embark Group news, Press Release

The Embark Group reports its consolidated annual results for the year ending 31 December 2019. The period brought accelerated organic growth and improved operational performance for Embark.

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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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Embark completes acquisition of Zurich Retail Investment Platform and the Zurich Horizon ‘ACD’

By Ross Fisher, Embark Group

Embark Group news, Press Release

Embark Group is pleased to announce that it has completed its acquisition of Zurich’s Investment and Retail Platform and its Authorised Corporate Director & Investment Management businesses, as it continues to build its presence in the UK retirement and investment savings sector.

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