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EmbarkPod

Business & Economics Podcasts

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.

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.

Location:

United Kingdom

Description:

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.

Language:

English


Episodes

Embark MiniPod: All hail the rise of the Paraplanner!

6/30/2022
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 value Sign up to our...

Duration:00:15:30

Embark MiniPod: How to tackle drawdown from the mouth of an Adviser

6/21/2022
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...

Duration:00:15:50

Episode 2: Inflation isn't a bad thing(?)

5/20/2022
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...

Duration:00:25:54

Embark MiniPod: Do you really need advice on ESG investing?

4/1/2022
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? 🤷‍♀️...

Duration:00:17:13

Embark MiniPod: Have advisers 'cracked it' with clients?

3/23/2022
Client confidence in their advisers have reached new heights - despite there being a pandemic. How has this happened? Embark Group Head of Distribution Jamie Drewett joins Roger Hearing on the latest miniPod as they discuss the latest findings on client confidence from Embark's latest Confidence Barometer. 👍 85%+ are satisfied with advice received 🤝 How the pandemic enhanced engagement with clients 👩‍💻 Technology and the role it's played in building further trust Sign up to our...

Duration:00:15:56

Embark MiniPod: Why robo-advice is NOT who you think it's for

3/23/2022
Will the future of robo-advice open a new – and unexpected – revenue stream for advisers? Embark Platform Chief Commercial Officer Toby Larkman joins Roger Hearing on the latest miniPod as they discuss the latest findings on robo-advice from Embark's latest Confidence Barometer. 📈 An opportunity to bridge the advice gap 🤖 The more assets an advised investor has = more comfort with robo-advice? 💰 A way to demonstrate the value of advice Sign up to our Embark Adviser monthly newsletter...

Duration:00:15:42

Embark MiniPod: Why aren't Advisers acting on £5.5trn of Intergenerational Wealth?

3/16/2022
As the old saying goes: "If you don't ask, you don't get"... So why aren't Advisers asking? Advance by Embark CEO Phil Bungey joins Roger Hearing on the latest miniPod as they discuss the latest findings in Intergenerational Wealth from Embark's latest Confidence Barometer. 💸 Fee concerns weighing on advisers’ confidence 😀 Clients happier than ever with quality of advice 👍 Advisers’ ability to understand needs impresses clients Sign up to our Embark Adviser monthly newsletter for the...

Duration:00:15:41

Episode 1: 60% of Britain's wealth will be owned by women in just three years, so why the limited options?

3/7/2022
📣🚨 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...

Duration:00:26:25

Episode 7: Do women deter from seeking financial advice?... Do we value it at all?

11/10/2021
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...

Duration:00:31:13

Episode 6: Environmental, social and corporate governance investing

10/13/2021
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...

Duration:00:32:33

Embark MiniPod: Inflation and good risk management... what will it look like?

7/14/2021
Is there a way to describe 'good' risk management? BlackRock's Rory van Zwanenberg joins Roger Hearing on the latest miniPod as they discuss scaling, what investors think about at night and how inflation may have a direct effect on asset prices. 📈 What is good risk management? 🙇‍♂️ What are the key risks at the moment? 🦠 How many bumps in the road will there be in a post-COVID world? Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market,...

Duration:00:08:49

Embark MiniPod: ESG investing... exploring the positives AND negatives with BlackRock's Andrew Keegan

5/13/2021
How do we define ESG? BlackRock's Andrew Keegan joins us on the latest miniPod as we look to further understand the positive and negative values of ESG investing, and tackling a few myths along the way. 📊 How do we use the data to identify opportunities? 🔋 Will global energy transitioning provide the same results? 📅 How will the next 10 years look? Sign up to our Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!

Duration:00:17:02

Episode 5: The importance of cash management

5/5/2021
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...

Duration:00:32:32

Embark MiniPod: Artificial Intelligence and Automation with BMOGAM's David Sneyd

4/14/2021
In our latest episode of 'MiniPods', Roger Hearing speaks with David Sneyd, Vice President of Responsible Investment at BMO Global Asset Management about the power of artificial intelligence and the potential impact it will have on the industry. Topics include: 👀 Automation helping white collar jobs, but will it ultimately take over? 👩‍💻 Should AI be enhancing human output, NOT replacing it? 🤖 A cracking reference to Terminator... Read our latest insight articles via our insights...

Duration:00:17:03

Embark MiniPod: Climate solutions with M&G's Randeep Somel

3/12/2021
In our latest episode of 'MiniPods', Roger Hearing speaks with Randeep Somel - Fund Manager at M&G about their climate solutions fund. 🤷🏼‍♀️ What are "climate solutions"? 🕵️‍♀️ Spotting when companies deliberately overstate their green credentials 💰 Will returns be less? Read our latest insight articles via our insights page on our website.

Duration:00:14:43

Embark MiniPod: How confident are your clients? 63% may have a different view...

3/11/2021
In this episode in our series of 'MiniPods', Roger Hearing chats with Embark Group's Head of Platform Proposition Sara Wilson on the Embark Investor Confidence Monitor... and the results are in. 📢 Are clients happy with communication levels? 🤷🏼‍♀️ Are any advice gaps forming? ⚖ Do they feel they get value? Read our latest insight articles via our insights page on our website.

Duration:00:12:07

Embark MiniPod: Pressure on Adviser Fees

2/11/2021
In the latest 'MiniPod', Roger Hearing chats with Gillian Hepburn, UK Intermediary Solutions Director at Schroders on her latest insights article in Embark Adviser. Is it a case of installing confidence? How do you assess the value of your advice? Read our latest insight articles via our insights page on our website.

Duration:00:15:36

Episode 4: Will the 2020’s be the ‘new’ roaring 1920’s?

2/9/2021
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...

Duration:00:32:15

Embark MiniPod: Could property unlock your liquidity issues?

1/13/2021
In the first of 'MiniPods', Roger Hearing chats with James Cannon, Regional Sales Director at Embark Pensions on his latest insights article in Embark Adviser. Are you a company that's facing liquidity issues? Wanted to know of a possible solution? HINT: the potential answer has been in plain sight for almost 40 years! Read our latest insight articles via our insights page on our website.

Duration:00:09:15

Episode 3: Pensions, Pensions, Pensions

12/10/2020
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: 🏛...

Duration:00:32:36