EmbarkPod

Did ‘cheap money’ skew how investors approached growth and value investing?Why is a higher cost of capital now making stock picking more critical again?Why you need to think about the mix between passive and active strategiesPeter Toogood, CIO and MD of The Adviser Centre joins our regular Embark Pod host, Roger Hearing, to unpick the growth and value investing question.Listen

The latest Investor Confidence Barometer is now here!As part of its findings, Head of Propositions at Embark Group Jonathan Sandell walks through some of the latest findings from the Barometer with Roger Hearing. Together they discuss Mergers and Acquisitions within the Advice Industry, and how 77% of advisers agreed that consolidation in the advice industry is ultimately a good th

The latest Investor Confidence Barometer is now here!As part of its findings, Embark's Intermediary Distribution Director Ranila Ravi-Burslem speaks with Roger Hearing on the latest miniPod as they discuss investment confidence. As retirement confidence dips, are advised clients more confident than non-advised?⛈ How dipping into a depleted pension pot bides for a perfect sto

The latest Investor Confidence Barometer is now here!As part of its findings, Embark Group CEO Jackie Leiper joins Roger Hearing on the latest miniPod as they discuss The cost of living and inflation. Our survey concluded that 29% of advised and 28% of non-advised consumers have reduced/will reduce the amount they save due to the higher cost of living... So how can we pay for today

The latest Investor Confidence Barometer is now here! As part of its findings, Product Marketing Manager Andrew Phipps joins Roger Hearing on the latest miniPod as they discuss Consumer Duty - how advisors are 'buying into it' and what it ultimately means for customers.🙈 Are Advisers still underestimating the true numbers? 👍 60% say Consumer Duty will be good for cl

In our latest episode, Roger Hearing delves into the world of Consumer Duty and the latest updates announced by the Financial Conduct Authority (FCA). He is joined by Simon Hayter, National Sales Manager and Andrew Phipps, Senior Propositions Manager at Embark Group. Together they discuss:⚠ What are the updates and when do they 'kick in'?4️⃣ Key takeaways and the fo

As 'Vulnerable Customer month' at Embark brings itself to a close, host Roger Hearing is joined by Jamie Drewett, Head of Distribution at Embark Group and Keith Richards, Chairman of the Financial Vulnerability Taskforce. Together they discuss:🏡 Young couples going into a 25 year term mortgage... Are they vulnerable?😕 Advisers: How can they help... should they?💸

August marks 'Vulnerable Customer month' at Embark, so in this episode host Roger Hearing is joined by James Smith, Team Leader and one of the 'Vulnerable Customer Champions' at Embark Group; as well as independent financial planner, Carole Haswell. Together they discuss:🤔 Vulnerability: fact or fiction🙄 Are these 'myths' stating the obvious?😳

It's official - being a Paraplanner is no longer a stepping stone to becoming an Adviser... it's a cornerstone of being able to deliver good advice to clients.Key Account Manager at Embark Group, Neale Smith is back to join Roger Hearing on the latest miniPod as they discuss the latest findings from 300+ people regarding paraplanning:🤝 Paraplanners having more engageme

Approaches to drawdown are a mixed bag to say the least. Advisers already have to task on their hands, not to mention FCA scrutiny, people living longer and difficult investing conditions.Key Account Manager at Embark Group, Neale Smith joins Roger Hearing on the latest miniPod as they discuss the latest findings from 5 interviews from those 'on the front line':👀 How A