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MARGIN LENDING
Financial planning
St George Margin Lending (SGML) can now approve applications for its margin lending products online in less than two minutes via its marketing and administrative software...
Funds management
St George Group today appointed Nick Basile to the new position of head of investments and insurance in an attempt to drive the group’s wealth management division forward...
Financial planning
Macquarie Margin Lending has moved to make its margin lending facility more accessible to investors by increasing its available funding and its number of approved shares....
Financial planning
The level of outstanding loans relating to margin lending accounts, as well as the number of margin lending clients, have grown dramatically in the past year. PRUE MOODIE...
Financial planning
To gear or not to gear, that is the question. PRUE MOODIE and JOHN WILKINSON went in search of some answers....
Financial planning
THE FORMAL takeover of BT by Westpac will leave the new entity with two margin lending operations....
Financial planning
THE BIGGEST risk facing most financial planners is complacency; the unjustified confidence that growth will continue unabated, that their business is virtually fireproof....
Editorial
Yes, 2001 was a rough year for investors but handled right, NICK BRUINING reckons most planners should do well when clients come in for their reviews, just don’t mention ...
Financial planning
St George has opened the way for its margin lending clients and their financial advisers to enter the murky depths of call options....
Financial planning
Gearing has become a little too popular recently for DOMINIC McCORMICK, who says the reasons for its growth are not always in the interests of the client....
Financial planning
The providers of margin lending products could be the next victims from the worsening crisis over professional indemnity insurance for financial planners....
Financial planning
Lonsdale Securities (Lonsec) has entered the margin lending market with the launch of two Margin Lending Recommended Portfolios based on its Model Equity Portfolio....
Financial planning
St George Margin Lending has made another enhancement to its margin lending product, a regular gearing facility, confirming its push to raise the product’s profile in the...
Financial planning
The BT Financial Group has extended its margin lending facility within its wrap account service to now cover equity investments....
Financial planning
The Macquarie Bank has grown its margin lending business by 90 per cent in the last twelve months on the back of growing interest in gearing into managed funds and shares...
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...