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From Embark Group, it's the EmbarkPod: a show that looks to bring together thought leaders, finance professionals and commentators to discuss - and debate - hot topics within the FinTech industry; hosted by Roger Hearing.
30 Episodes
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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 to Peter’s reflections on the tech bubble and burst, why everything has a price, and why he believes stock picking is...
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 thing for consumers; a nod towards our recent findings on Consumer Duty...📈 How much demand or need is there ...
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 storm👩💼 Is the value of advice more valuable than ever?📰 How does world news impact the decision of investors?Sign up to o...
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 whilst keeping an eye on the future?🗣 Are Advisers having conversations early enough?🤝 Individual solutions...
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 clients(!)🎭 The two findings highlighting the intended and unintended effectsSign up to our Embark Adviser monthly newsletter for t...
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 four outcomes🤝 Make no mistake... ALL adviser firms, intermediaries, etc. will be be effectedRemember; be sure to follow the Embark...
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?💸 How do Vulnerable Customers 'cost' Advisers more money?Remember; be sure to follow the Embark Group online and via social media acro...
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?😳 Poor digital skills? Have caring responsibilities? Inexperienced?... Are YOU vulnerable?Remember; be sure to follow the Embark Group online and via soc...
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 engagement with clients🦾 Is the role of tech the great enabler? 📈 Challenging Advisers and adding valueSign up to our Embark Adviser m...
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 Advisers tackle the subject😕 Volatility in retirement; each to their own?👴 How nearly half of clients are looking at paying tow...
In this second episode of series two, Roger Hearing kicks things off with Peter Toogood (Chief Investment Officer at Embark Group) as they talk about all things inflation. Is it here to stay? How will the next decade look? For those that are the 'price makers' and not 'price takers' - across both bond and equity markets - things could look pretty safe... for now. Topics covered in this episode also include:❄ An economic 'cold war'💪 Labour costs on the rise 📈 The winners and gainersRememb...
Advised investors are almost twice as confident as non advised that their default portfolio is invested in line with their ESG values. If you want to know that your money is making a difference, do you really need a financial adviser?Head of Behavioral Science at Oxford Risk, Dr. Greg Davies joins Roger Hearing on the latest miniPod as they discuss the latest findings on ESG from Embark's latest Confidence Barometer.🤔 Has the financial industry over-complicated the ESG market?🤷♀️ ESG investm...
📣🚨 New series alert! 🚨📣Series 2 of the EmbarkPod is back in time to celebrate International Women's Day. Joining host Roger Hearing is newly appointed Embark CEO Jackie Leiper and founder of Women in Asset Servicing, Kate Webber. With fewer than 7% of Advisers having a dedicated strategy for female clients, it's clear that the industry still has a lot of catching up to do. How do we achieve better representation that will go towards matching the growing female customer base? Topics cover...
Following our inaugural Barometer in February 2021, we are back with more belief-shaking insights for financial advisers. Joining Roger in this episode is Sara Wilson, Head of Platform Proposition at Embark Group and Phil Bungey, Chief Executive Officer at Advance by Embark as they ask:💸 Are advisers confident they can continue to charge enough?🎭 Why aren’t advisers sharing clients’ retirement optimism?🧓 Why are 70% of women confident of their retirement needs, compared to 50% of men?Be sure ...
In this edition of EmbarkPod, Roger Hearing welcomes the return of Peter Toogood to the podcast (Chief Investment Officer at Embark Group) and Jonathan Waghorn, Co-Portfolio Manager of Guinness Sustainable Energy Fund/Guinness Global Fund. Sustainable energy is a term that isn’t the easiest to define – so what is it exactly? How do investors navigate the landscape? Sustainability criteria’s set by investment companies can be impressive and clear-cut, but it’s the direction of travel of stock ...
Welcome to the fifth episode of the EmbarkPod, hosted by Roger Hearing. In this episode we are joined by Hugh Gimber, Global Markets Strategist at JP Morgan and Harry Richards, Fund Manager for Fixed Income at Jupiter Asset Management. Are we reaching a level of hysteria regarding inflation risk pricing? Will the Bank of England introduce negative interest rates? Download and listen as they discuss money market funds and negative interest rates, including:📉 The impact of negative interest rat...
Joining Roger Hearing this month is Chief Investment Officer Peter Toogood of Embark Group; debating the five big questions that advisers should be considering in 2021. Will the 2020’s see the return of the roaring 1920’s? With talk of the ‘Average Joe’ starting to feel a boost in pay packets and aging populations turning to AI, do all signs point to a potential ‘levelling up’ during a monetary boom? Settle in and listen today as Peter talks through with Roger on areas such as:🎈 Inflation is ...
With pension pots seemingly forever grabbing headlines for all the wrong reasons, Roger Hearing speaks with Embark Group’s Head of Propositions Dave Lowe and Paul Downing, CEO of Embark Pensions on all things pensions related. COVID-19 and the global pandemic has brought with it a strain on our safeguards for a secure financial future in later life; drawing from saving or stopping payments, so is advise more important than ever before? Join Roger, Dave and Paul as they discuss:🏛 Legislation c...
The EmbarkPod returns with Bloomberg Radio’s Roger Hearing as he speaks with financial behaviour expert Greg Davies from Oxford Risk and Be-IQ's Neil Bage on the insights and behaviours that make us tick. Are these tools useful… are they ethical? Many people struggle to make financial decisions, so could the future of advice hinge on it? Listen today and delve into the debate on our investment/financial personalities:💭 How much does psychology play in an advisers world?🤔 Does it help people u...
In our first episode of the all-new ‘EmbarkPod’ podcast, Bloomberg Radio’s Roger Hearing is host to Embark Group's CEO Phil Smith and Head of Platform Strategy Alistair Wilson to discuss whether technology will force Advisers to change the way they work, what the next generation of Advisers will look like and the rise of ESG investment. Is client king? What have we learned from the emerging robo-sector? Download, subscribe and listen today as the conversation covers topics such as:👩💻 The rol...
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