Cookie Settings

News & Insights

How to stop clients from walking away

By Ben Peele, PortfolioMetrix

Embark Adviser newsletter

Building a wealth advice business can be a rewarding career but how do you maximise the value of your business, particularly if you have an eye on selling it to a third party at some point? One of the key criteria for valuing adviser firms is the assets under advice (AUA) that they have on their books.

Read more

Wealthify partners with Embark Group to deliver new pension product

By Suraj Shah, Embark Group

Press Release

Wealthify, the online investment platform, has today successfully launched a new Self-Invested Personal Pension, with Embark Group providing the technology and retirement solution to power it.

Read more

Embark appoints Paul Downing as Chief Executive of its new pensions executive team

By Suraj Shah, Embark Group

Press Release

The Embark Group has today announced that it is combining the leadership teams, operating tools and structures of its four pension units. Paul Downing has been appointed Chief Executive to lead this new executive team, subject to regulatory approval for his appointment by Rowanmoor Personal Pensions Limited.

Read more

Time to put SSASs back on the table

By Andrew Phipps, Product Marketing Manager, Embark Group

Embark Adviser newsletter

SSASs can provide a neat solution for a large pool of potential clients, and yet relatively few people outside the pension industry know about them. Why is that? Suitable for both small businesses and groups of directors at larger organisations, SSASs allow clients to address business financing and pension requirements in one; however, advisory support in selecting the right one is crucial.

Read more

Global growth: what to worry about?

By Kim Catechis

Embark Adviser newsletter

The IMF’s latest World Economic Outlook forecasts a gradual recovery of economic growth, founded on the expectation that a group of emerging economies will return to their longer-term average growth rates. Yet, geopolitical tensions and other external risk factors loom close on the horizon, such as the ‘tariff war’ between the US and China, post-Brexit UK trade negotiations, and climate change.

Read more

The letter and the spirit of the law

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

Embark Adviser newsletter

There are two sides to any set of laws: the words themselves, and the intentions behind them. Overlooking the latter risks compromising client outcomes. Despite best intentions, establishing client confidence and compliance is about more than a letter-of-the-law approach.

Read more

Be the first to hear news and insights from Embark Platform

Our emails are designed to be topical and engaging, however if you don’t like what we send, you can unsubscribe at any time. We promise never to pass your details on to a third party.

  • By submitting this form you are agreeing to our website privacy notice and terms of use.
  • This field is for validation purposes and should be left unchanged.