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MARGIN LENDING
Financial planning
The margin lending sector seems to be going through a partial revival, but no thanks to financial planners....
Financial planning
A new survey of financial planners reveals recent regulatory changes make the provision of margin lending advice less attractive....
Financial planning
Perth-based Chambers Investment Partners has had its Australian financial services licence cancelled after the company failed to obtain professional indemnity insurance a...
Financial planning
A US-based online brokerage has ceased providing new margin loans to its Australian clients following an investigation into the conditions of its AFSL....
Financial planning
The latest ASIC Market Supervision Report reveals practices amongst securities dealers which might make a planner blush. ...
Superannuation
Bendigo and Adelaide Bank believes it senses a change in mood with respect to leveraged investment....
Funds management
Bendigo and Adelaide Bank believes the time is right to re-invest in its margin lending operation....
Editorial
The last year has not been kind to the Australian margin lending market, with further declines in the number of active investors. But a potential rally in the equities ma...
Financial planning
The margin lending industry has recorded a decline of $42 billion from five years ago to $12.7 billion as at September 2012 - but a large number of investors intend to st...
Financial planning
The Commonwealth Bank has combined its adviser-focused Core Equity Services and Colonial Geared Investments offerings under the single banner of CommSec Adviser Services....
Financial planning
A PIS adviser has been banned for three years for failing to comply with financial services laws....
Financial planning
The lowering of concessional contributions caps and decrease in the official cash rate have added to the appeal of protected loans as an end of financial year strategy, a...
Editorial
Can you imagine a margin loan without a margin call? Janine Mace finds the sector has been busy innovating....
Editorial
Boom years are long gone for the margin lending sector. Given that the improvement in the share market is one of the main catalysts for using margin loans, the sector is ...
Financial planning
Things are not looking up for margin lending as recent data shows the sector was given a cold shoulder by financial planners yet again....
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MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...