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FINANCIAL PLANNING

INDUSTRY NEWS

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 ...

INDUSTRY NEWS

When people discuss margin loans they inevitably refer to margin calls, but Julie McKay writes that a good understanding of the system can help investors navigate the cha...

INDUSTRY NEWS

Julie McKay argues that while margin loans have their own dynamics, those using them should not lose sight of the fact that they are a loan and they need to be repaid. ...

INDUSTRY NEWS

FOS will fast-track decisions, simplify processes and eliminate double-handling in dispute processes in response to its recent review. ...

INDUSTRY NEWS

A NSW mortgage broker who was permanently banned from the industry has had his sentence downgraded to three years after an appeal....

INDUSTRY NEWS

For advisers planning a change of scenery this year, it’s worth plotting out a roadmap to determine whether aligned or non-aligned groups would best suit their goals, wri...

INDUSTRY NEWS

FOS states failure of members to pay determinations is structural issue as millions remain to be paid to consumers....

INDUSTRY NEWS

Financial planning firms and dealer groups would be levied by ASIC according to the number of authorised and employee representatives they have on their books....

INDUSTRY NEWS

The Financial Planning Education Council (FPEC) announces two winners of its FPEC University Research Grants....

INDUSTRY NEWS

Reports of misconduct among registered liquidators fell in 2013 despite ASIC casting a wider net in its reviews of the sector....

INDUSTRY NEWS

The FSC has applauded the Japan-Australia free trade agreement as offering big opportunities for export expansion in financial services....

INDUSTRY NEWS

Small investors issue warnings of financial hardship if ANZ chooses to pursue $260m Timbercorp debts....

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