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.
Read moreMay 25, 2022
We are now in a fundamentally different market regime from the one we’ve seen over the past decade – one propelled by higher supply-driven inflation and a more muted cumulative central bank response to such inflation.
Read moreMay 25, 2022
The advice market is currently being buoyed by the needs of the wealthiest demographic: the baby boomers, who were born between 1946 and 1964. As boomers age, though, we will start to see a wealth transfer take place.
Read moreMay 25, 2022
In an extremely tight labour market, screening for strong social credentials will be crucial to identifying companies who can build strong talent pipelines without higher wage bills squeezing margins.
Read moreMay 11, 2022
The client-adviser relationship can sometimes feel like walking a tightrope, with advisers offering a steadying hand as clients step towards their future. The end destination ought to be a comfortable and enjoyable retirement, but there are inevitably going to be difficult moments to navigate en route.
Read moreEmbark Adviser newsletter, Managing risk
Apr 26, 2022
Watch as Embark Investments Key Account Manager Neale Smith takes us through a short presentation on volatility manage funds.
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