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Articles by Ross Fisher, Embark Group

Ross Fisher, Embark Group

VIDEO | 60/40 evolved: The rise of volatility managed funds

By Ross Fisher, Embark Group

Embark Adviser newsletter, Managing risk

Watch as Embark Investments Key Account Manager Neale Smith takes us through a short presentation on volatility manage funds.

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Embark recognised as leading WealthTech for fourth year in a row

By Ross Fisher, Embark Group

Embark Group news, Press Release

Embark Group (Embark) has today been recognised as one of the world’s leading WealthTech companies, having been named in the WealthTech100 for the fourth year running.

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Lower returns not a barrier to ESG investment

By Ross Fisher, Embark Group

Press Release

A significant number of financial advisers believe clients would accept lower returns if their money were having a measurable social or environmental impact – and investors have endorsed this view, the Embark Investor Confidence Barometer has revealed.

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Surprise opportunity for advisers to attract wealthier clients using robo-advice

By Ross Fisher, Embark Group

Press Release

The Embark Investor Confidence Barometer has revealed that robo-advice could open a new – and unexpected – revenue stream for advisers. Often touted as a solution to the UK advice gap by enticing less-wealthy investors, the results suggest that robo-advice also offers a gateway to advice for affluent investors. In fact, the more assets an investor has, the greater their comfort with robo-advice, according to the latest Barometer.

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Female advisers lead on intergenerational planning and supporting clients with ESG

By Ross Fisher, Embark Group

Press Release

The Embark Investor Confidence Barometer has identified that female advisers are more likely to establish connections with clients’ family members than their male counterparts. With the unprecedented wealth transfer between generations expected to take place over the next 25 years, this ability to connect with clients’ family members could be crucial. And, this extends beyond intergenerational planning, with female advisers displaying higher levels of confidence in their ability to support clients’ ESG requirements.

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New Group Intermediary Distribution Director appointed

By Ross Fisher, Embark Group

Embark Group news, Press Release

Ranila Ravi-Burslem has been appointed as the new Intermediary Distribution Director overseeing Embark and Scottish Widows. Ranila joins from Aviva where she was previously Workplace Savings & Retirement Distribution Director.

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