3 March 2010 | The only dedicated multimedia news bulletin for the financial advice industry. 7 days of news in under 4 minutes. Proudly sponsored by Securitor.
22 February 2010 | Bell Financial's 2008 acquisition of Southern Cross Equities has paid dividends, prompting the group to look at further growth.
22 February 2010 | Bernie Ripoll warns about the return of margin lending into the financial sector, and the dangers the practice poses for unwary investors.
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10 February 2010 | PJC chair warns the rising number of margin lending clients should "be of concern to banks and regulators", while slamming spruikers who target the vulnerable.
8 December 2009 | The new regime for margin lending imposes new responsible lending requirements and clarifies responsibility for providing notification of margin calls, ASIC said.
21 October 2009 | Stay in touch with the issues affecting your industry with Money Management's video news burst. 7 days of news in under 4 minutes. Proudly sponsored by Securitor.
25 September 2009 | The Federal Government has revealed the draft regulations that will make up its new margin lending regime, including an example PDS.
28 August 2009 | In the final part of their series on the risks of margin lending, PAUL RESNIK and PETER WORCESTER conclude that planners need to stress test a client’s portfolio in order to mitigate potential Black Swan events.
20 August 2009 | New client suitability tests for margin lending may be only the beginning of such assessments for financial services products, a specialist lawyer has said.
10 August 2009 | Bendigo and Adelaide Bank raises capital as it looks to growth opportunities in the wealth management arena.
6 August 2009 | Draft margin lending regulations and 'example documents', including a draft Product Disclosure Statement, are likely to be released within the next couple of weeks, according to a Treasury executive.
14 July 2009 | The Australian Securities and Investments Commission has opened up consultations on its proposed new margin lending regime at the same time as reminding advisers about their AFSL obligations.
8 July 2009 | Former clients of Storm Financial and Colonial Geared Investments are continuing to voice frustration about the shortcomings of the system employed by CGI in managing their margin lending and share portfolios during the market dislocation last year and in the weeks prior to the total sell-down of the Storm index fund.
6 July 2009 | Peter Worcester and Paul Resnik continue their examination of the risks involved in borrowing to invest.
30 June 2009 | The client of a Securitor financial planner has detailed his adviser's struggle with Colonial Geared Investments in the second half of last year to provide the appropriate information regarding his investments.
15 June 2009 | The consumer credit and margin lending space is changing, so be prepared, write SONNIE BAILEY and MELANIE SHERRIN.
1 June 2009 | The Australian financial planning industry is again the subject of severe criticism over the collapse of an agricultural managed investment scheme specialist, Great Southern.
7 May 2009 | Under the new margin lending regulations, margin lenders will have responsibility for informing clients of margin calls, unless separate arrangements are put in place to name the planner as responsible.
1 May 2009 | Margin lending can reap rewards for investors when times are good, but can prove disastrous in bear markets. LUCINDA BEAMAN finds out what makes up a successful margin lending strategy.
24 April 2009 | Concealments and biases in relation to margin lending reflect the necessity for planners and clients to share in the decision-making process, write PAUL RESNIK and PETER WORCESTER.
26 March 2009 | In light of Storm Financial and the general market downturn, the industry faces key issues in relation to gearing, writes Dominic McCormick.
18 March 2009 | Details regarding the circumstances of the former clients of Storm Financial have emerged in the business profile created by business brokers Kenyon Prendeville.
16 March 2009 | Margin lenders will be forced to more closely check the borrowing capacity of margin lending clients under new legislation being developed by the Federal Government and outlined by the Minister for Superannuation and Corporate Law, Senator Nick Sherry.
27 February 2009 | Financial planning software developed that aims to reduce the risk associated with margin lending advice.