EmbarkPod
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.
Episodes
30 episodes
Growth and Value with Peter Toogood
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 strate...
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Season 3
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Episode 1
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29:59
Embark MiniPod Special: would industry consolidation be a positive for advice firms?
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 dis...
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Season 2
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Episode 10
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17:08
Embark MiniPod Special: Bullish Advisers vs. Bearish Investors
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
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Season 2
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Episode 9
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15:35
Embark MiniPod Special: Pension planning vs. 'Here and now'
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
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Season 2
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Episode 8
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15:19
Embark MiniPod Special: Are Advisers too confident regarding Vulnerable Customers?
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
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Season 2
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13:37
Episode 5: Consumer Duty rule updates... What do they mean?
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, ...
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Season 2
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Episode 5
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26:37
Episode 4: You are a Vulnerable Customer - you just don't know it
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...
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Season 2
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Episode 4
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25:51
Episode 3: Dispelling the myths surrounding Vulnerable Customers... Do you know them?
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 Has...
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Season 2
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Episode 3
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25:43
Embark MiniPod: All hail the rise of the Paraplanner!
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 Rog...
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Season 2
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15:30
Embark MiniPod: How to tackle drawdown from the mouth of an Adviser
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, Ne...
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Season 2
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15:50
Episode 2: Inflation isn't a bad thing(?)
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...
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Season 2
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Episode 2
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25:54
Embark MiniPod: Do you really need advice on ESG investing?
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?<...
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Season 2
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17:13
Embark MiniPod: Have advisers 'cracked it' with clients?
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 la...
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15:56
Embark MiniPod: Why robo-advice is NOT who you think it's for
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-...
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15:42
Embark MiniPod: Why aren't Advisers acting on £5.5trn of Intergenerational Wealth?
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 Wealt...
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15:42
Episode 1: 60% of Britain's wealth will be owned by women in just three years, so why the limited options?
📣🚨 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 Webb...
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Season 2
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Episode 1
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26:25
Episode 7: Do women deter from seeking financial advice?... Do we value it at all?
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, ...
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Season 1
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Episode 7
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31:13
Episode 6: Environmental, social and corporate governance investing
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 Glo...
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Season 1
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Episode 6
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32:33
Embark MiniPod: Inflation and good risk management... what will it look like?
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...
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8:49
Embark MiniPod: ESG investing... exploring the positives AND negatives with BlackRock's Andrew Keegan
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 identi...
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10:29
Episode 5: The importance of cash management
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 Manage...
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Season 1
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Episode 5
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32:32
Embark MiniPod: Artificial Intelligence and Automation with BMOGAM's David Sneyd
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...
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17:03
Embark MiniPod: Climate solutions with M&G's Randeep Somel
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 ...
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14:43
Embark MiniPod: How confident are your clients? 63% may have a different view...
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 communicati...
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12:08