MARGIN LENDING
Financial planning
In a bid to boost demand for its margin lending services, National Australian Bank (NAB) will launch a margin loan product for SMSF investors next month. ...
Financial planning
In a bid to boost demand for its margin lending services, National Australian Bank (NAB) will launch a margin loan product for SMSF investors next month. ...
Financial planning
Financial advisers have a more bullish outlook for investment markets in the new financial year compared to their clients, according to a Count Financial survey....
Financial planning
A second Victorian man has appeared in court over the collapse of the Dollarforce group, which raised more than $24 million from investors through margin lending....
Funds management
Bendigo and Adelaide Bank has brought its various wealth management services together under the single brand of Bendigo Wealth Management....
Financial planning
Collapsing institutions and a loss of wealth have combined to give the margin lending industry a bad reputation. Angela Faherty explains why increased legislation and a m...
Financial planning
Many in the industry feel that the legislation targeting margin lending has only served to make investors more fearful of the practice. Ashley McIntyre reports....
Financial planning
A Victorian man has been arrested and charged in connection with the collapse of the Dollarforce group, which raised more than $24 million dollars from investors through ...
Financial planning
ASIC has issued a reminder to all margin lending providers that they need to have, or applied for, a margin lending authorisation by 30 June if they wish to continue prov...
Financial planning
Joint managing directors of HFA Asset Management, Oscar Martinis and Robert White, have resigned from the group, to be replaced by Craig Mowll....
Financial planning
New legislation has prompted concern about the future of margin lending among industry commentators. Yet with confidence that the rebounding share market will stimulate f...
Financial planning
Mary Ferizis outlines the key legislative changes regarding margin lending, and the impact the changes will have on financial advice....
Financial planning
Financial planners have been warned they risk failing recommended fiduciary requirements to act in their clients' best interests if they choose not to advise on margin le...
Financial planning
Bell Financial's 2008 acquisition of Southern Cross Equities has paid dividends, prompting the group to look at further growth....
Editorial
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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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...