Articles
Investing for Drawdown: Three routes to multi-asset
Jun 20, 2022
Phased retirement and longer life expectancy have helped to shift the focus of retirement investing away from a specific event date towards a more rounded approach centred around sustainabilty. As a result, our research reveals advisers are laser-focused on their clients’ growth and income needs over a longer timeframe that is informed by cashflow requirements, risk tolerance, and capacity for loss.
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Are women key to your future business?
Oct 20, 2021
Over the past three years I’ve spent time with financial advisers discussing their wealth transfer strategies and how these impact their businesses. What has become apparent is that perhaps instead of wealth transfer we should refer to wealth retention, because in addition to helping families to understand how wealth will move across the generations, the challenge can be retaining that wealth within an adviser business.
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BlackRock: an open letter to CEOs for 2021
Feb 10, 2021
For many years, BlackRock’s CEO Larry Fink writes an annual letter to other business leaders that is eagerly anticipated by investors and companies alike. Read his latest letter here.
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Investigating Behavioural Insights and Investment Personality: Episode 2 of EmbarkPod
Oct 28, 2020
This month, Greg Davies from Oxford Risk and Be-IQ’s Neil Bage discuss behavioural insights, investment personalities and the tech that goes behind helping people make informed decisions in the second episode of EmbarkPod.
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COVID-19's impact on inflation
COVID-19, Embark Adviser newsletter
Oct 07, 2020
Despite upward price pressures in certain industries, on balance there doesn't appear to be a sustained inflation dynamic at work. Thus far, the Covid-19 pandemic has had a negative impact on both demand and supply.
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‘Some are going to get crunched’: Future of platforms debated in first ever EmbarkPod
Oct 02, 2020
Taking part in Embark Group’s first ever podcast, CEO Phil Smith joined Head of Platform Strategy Alistair Wilson and host Roger Hearing, presenter of the BBC World Service’s flagship news and current affairs programme Newshour.
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