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MARGIN LENDING
Financial planning
Macquarie Portfolio Services has linked Macquarie Margin Lending to its wrap account, a move that may see the beginning of a margin lending offering spree within the grou...
Financial planning
It is important that financial planners and their clients research the products or shares they are negatively gearing before signing on the dotted line....
Policy & Regulation
While it may appear complex and out of reach for some investors margin lending for holds some positive tax benefits. David Shirlow examines how planners and investors can...
Financial planning
Gearing for investment can cover a range of products and strategies. Paul van Rooyen examines gearing in home equity and margin lending as part of a wealth creation strat...
Financial planning
Fairfax owned online information site f2 has entered the online financial services market to relaunch tradingroom.com.au, with new partner, Macquarie....
Financial planning
Hartley Poynton’s e-commerce offshoot JDV has signed up St George and Macquarie for margin lending and portfolio management services....
Editorial
Since bursting on to the financial services scene in the middle of last year, account aggregators or screen scrapers have been one of the hottest discussion points in the...
Financial planning
While the explosion of information has led to more savvy clients, the role of the adviser is still crucial. Kate Kachor finds that education is about information, present...
Financial planning
The risk of litigation and class actions against planners will increase as clients become more knowledgeable about investing, warns industry doyen David Bleakley....
Financial planning
The amount of money flowing into margin lending products over the next three years will continue to grown quickly, according to BT Margin Lending senior vice president Gl...
Financial planning
Investors have failed to grasp the concept of gearing, even though the majority of wealthier clients gear into their own homes, according to former FPA president Russell ...
Financial planning
Are regulators and financial services associations on top of the issues surrounding gearing?...
Financial planning
Macquarie will add a margin lending facility to its wrap account service in what it describes as the first geared investment features to be added to a wrap account....
Financial planning
Hartley Poynton is to spin off its e-commerce division and relaunch it as a provider of e-commerce and outsourcing solutions for financial services groups....
Financial planning
Investors remain undeterred by recent sharemarket volatility, seeing it as an opportunity to buy bargain stocks. According to a recent Macquarie Bank survey, 68 per cent ...
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MARKET INSIGHTS
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...