Will Lloyds succeed in taking on Hargreaves?
Chief executive wants to use Embark to create the next go-to investment platform
Analysis
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Is stopping mergers a regulatory step too far?
Competition concerns put FNZ/GBST and Aon/Willis Towers Watson under the microscope
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Liontrust multi-asset team adds convertibles for first time
They can be used as a ‘hybrid, offering equity and bonds characteristics’
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Real assets can offer protection against high inflation
They have a history of ‘helping portfolios’ when markets are ‘challenging for stocks and bonds’
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Could ‘mystery shopping’ solve the advice sector’s problems?
Bad players could be identified before things get out of hand
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Advisers face surge in queries on what to do with extra cash
More Isa allowances are being utilised, while older generations show greater interest in gifting
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What counts as cross-border succession?
Issues around definitions and residence could muddle things up
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Insurance companies discriminate against some clients
Despite ‘blanket or general’ policies that refuse cover being against the law
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DBS bank unveils portfolio tool for advisers in Asia
To help them with performance assessment reports, risk exposure and investment opportunities
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Investors told to profit from India’s rosy outlook
World ranking, investors’ confidence and China’s woes work in favour of India
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NRIs face fines over ‘unrealistic income’
India’s tax authority forces expats to grapple with a ‘bona fide’ definition of work
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Zero exposure to India is ‘the greatest mistake’
Does politics matter when fostering an economic recovery?