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MARGIN LOANS
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....
Financial planning
Global Banking and Securities Transactions (GBST) has launched a low cost platform called Front Office and is offering it to adviserd with pricing set at $100....
Financial planning
The BT Financial Group has extended its margin lending facility within its wrap account service to now cover equity investments....
Financial planning
Product innovation and demographic change is making margin lending products more attractive to a wider audience. SUE WEBSTER reports on the push of margin lending into th...
Financial planning
The Commonwealth Bank’s online stockbroker, CommSec, has launched a margin lending product direct to investors that will combine margin loans with a savings plan to allow...
Financial planning
BT Margin Lending has launched a regular gearing service into its retail managed funds, making it easier for clients and advisers to access margin loans....
Financial planning
Deutsche Bank has sold off its Australian margin lending business to the St George Bank in the face of mounting competition in an increasingly crowded margin lending mark...
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
Do you recommend margin lending products?...
Financial planning
The booming margin lending market may be attracting heat from regulators around the world, but Ralph inspired tax changes are set to keep the flame burning. Jason Spits ...
Financial planning
As managed funds market share data affirms, the banks can be fierce competitors when they get their acts together. Now, Australia's major banks are taking more than a pas...
Financial planning
Financial planners who have advised clients in the past seven years to use a protected loan for margin lending may soon find themselves with some very dis-gruntled client...
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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...