Embark Platform News Today

Embark has laid out a series of enhancements for advisers, which will be rolled out on a “continuous improvement” basis.

Nucleus chief commercial officer Alex Kovach has announced he will leave the business following its acquisition of Curtis Banks last month. Kovach had signalled earlier this year that he intended to step down after helping navigate the successful completion of the deal.

Advisers who use risk-based financial planning system Dynamic Planner can now value the Scottish Widows Platform after its latest integration.

The future of the Dundee e-bike scheme is in doubt as its operator started a liquidation process with 200 city bikes for sale.

Embark Group has strengthened its adviser platform with a range of new integration tools as part of its drive to improve service. The tech upgrades, which was announced today (23 February), brings a host of new functions to the platform alongside a brand-new interface.

Curtis Banks has hired Peter Docherty as interim chief executive (CEO) and an executive director, pending regulatory approval, as its acquisition by Nucleus proceeds.

Adviser platform Embark has hired a new senior team to match its new direction of travel following a recent spate of executive resignations, chief executive (CEO) Jackie Leiper says.

As technology becomes increasingly central to advisers, incompatible tech stacks could be making things more complicated for adviser firms, rather than driving efficiency...

I’ve been reading a couple of books by Helen Dewdney, consultant at The Complaining Cow, about how consumers can complain effectively. We’d been chatting over email about the need for better financial education in the UK

The Embark Investor Confidence Barometer has identified a clear retirement confidence gap between clients and advisers. Peter Docherty explores the issues thrown up...