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GEARING
Editorial
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...
Financial planning
Statements of Advice should include a clear explanation of the leveraging impact of any gearing accompanying investments, according to a submission by AXA to the Parliame...
Financial planning
NAB Financial Planner Banking has produced research analysis that quantifies the rate at which gearing can leave an advice firm with unmanageable debt when the market det...
Financial planning
FIIG Securities has launched a financial planner services unit focused on providing access to fixed-income investments....
Financial planning
Many clients didn't even know they were Storm clients, according to FIA chief executive Spiro Paule....
Financial planning
With investors profiting from India's growth, the new political environment augurs well for the country's future prosperity, writes INDY SINGH....
Editorial
As financial planners grapple with the aftermath of the global financial crisis, it appears skittish investors are looking to take a more hands-on role, writes JANINE MAC...
Financial planning
Bendigo and Adelaide Bank raises capital as it looks to growth opportunities in the wealth management arena....
Editorial
The focus on fee levels in financial services and investment risks missing the structural flaws and distorting incentives that are also troubling these industries....
Financial planning
JONATHAN WU believes China’s economic flight has only just begun....
Financial planning
Cost is less important than the quality of underlying support when choosing a dealer group, according to a new analysis issued by the Commonwealth Bank....
Superannuation
Investors will be able to choose a gearing level that suits them and pay off their premiums up-front....
Funds management
Former SAI property head Graham Brewer is part of the launch of new property manager Amici Funds Management....
Editorial
Peter Worcester and Paul Resnik continue their examination of the risks involved in borrowing to invest....
Financial planning
Consistent with industry moves to phase out commission-based remuneration models for financial planners, a recent report shows advisers have increasingly opted for fee-fo...
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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...