Portal
Latest insights from Embark Group
Check your agreements… ‘Agent as Client’ could put you at unnecessary risk
Aug 11, 2020
When was the last time you reviewed your agreements with investment and platform providers? Is your PI insurance is soon due for renewal? You may be operating under an agreement that your insurer will find too hot to handle – Agent as Client.
Read more
Investment returns are in the eye of the behaviour-holder
Aug 11, 2020
Quantum investing: the observation of an investment journey changes its nature... When is the same investment return not the same investment return?
Read more
Horizon by Embark attains 5 Crowns across the board for its multi-asset funds
Embark Group news, General news, Press Release
Aug 04, 2020
Horizon by Embark today announces that all five of its multi-asset funds have been awarded a five-Crown rating, the highest rating possible, by FE fundinfo’s Crown Fund Ratings.
Read more
Fettered vs unfettered: The unfinished debate
Jul 09, 2020
Is it time for advisers to revisit the merits of fettered funds compared to their unfettered rivals? The debate is not a new one, but given changes in regulation, market practices and approaches, it's now framed in a dramatically different context.
Read more
Emerging markets: Five positive trends
Jul 08, 2020
With the pandemic dominating the short-term outlook, the longer-term advantages of emerging-market companies have become more important in the pursuit of return. Here are the top five.
Read more
Client segmentation: is yours fit for purpose?
Jul 07, 2020
With the nation slowly returning to some sort of normality, now is a good time for advisers to dust off their ‘to do’ lists and make sure they are in a healthy place when it comes to satisfying the regulator.
Read moreBe the first to hear news and insights from Rowanmoor
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.