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MARGIN LENDING
Financial planning
The margin lending industry, which contracted slightly in 2016, is expected to face more headwinds, according to Investment Trends....
Features
Irrespective of the Federal Budget, leverage will remain an important strategy device for both planners and their clients, according to a Money Management roundtable....
Features
The market volatility which has marked the opening months of 2016 has served to create challenges for advisers, but volatility and leverage need not be mutually exclusive...
Features
Your typical margin lending client may not be who you expect him/her to be, especially when the pursuit of tax breaks is left out of the equation, according to a Money Ma...
Features
The global financial crisis and the collapse of Storm Financial placed a spotlight on the need for adviser education and the reality that leverage is not appropriate for ...
Financial planning
More clients are going directly to stockbrokers for margin loans, while margin debt in the broker channel is almost on par with the financial planner channel....
Financial planning
Market volatility is once again driving a rise in client demand for margin loans, similar to the pattern seen in 2012 during turbulent market conditions. ...
Funds management
Margin lending investors saw gearing opportunities in recent share market falls and were evolving in how they used margin lending. ...
Financial planning
After being burnt by the GFC investors are getting back into gearing strategies as the low interest rate environment and market volatility have been presenting opportunit...
Funds management
ASIC vows to continue scrutiny of margin lending after finding issues around double-geared margin loans....
Financial planning
ASIC has banned a former state manager for Paterson Securities after finding he engaged in dishonest conduct and in misleading or deceptive conduct over a two year period...
Financial planning
A Money Management round-table recently discussed whether financial advisers were appropriately experienced and educated to provide appropriate advice on margin lending....
Financial planning
Margin lending has always represented a part of the financial planner’s strategy toolkit but the collapse of Storm Financial soured public perceptions of leverage. Money ...
Financial planning
The margin lending industry looks set to rebound, with two thirds of brokers looking to increase their activity in the next 12 months, research shows....
Financial planning
Money Management roundtable participants acknowledge that some hard lessons were learned on margin lending from the collapse of Storm Financial....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...