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MARGIN LENDING
Financial planning
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....
Financial planning
Dealer groups with a mission to grow should be cautious of the risks larger planner numbers have on compliance, Avenue Capital Management director of compliance Mark Lewi...
Financial planning
There need to be more restrictions placed on the types of products and strategies planners can advise on based on their level of accreditation: Grahame Evans....
Financial planning
The board of the Financial Planning Association is considering raising the minimum education standard for advisers to a tertiary level. ...
Editorial
One cannot help but ask whether the proposed changes to the margin-lending landscape are being rushed through, writes David MacLeod....
Financial planning
The Federal Government has revealed the draft regulations that will make up its new margin lending regime, including an example PDS....
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
Bendigo and Adelaide Bank raises capital as it looks to growth opportunities in the wealth management arena....
Financial planning
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 th...
Editorial
Recent market volatility highlights the need for consistent client advice, writes Shane Pinkerton....
Financial planning
The consumer credit and margin lending space is changing, so be prepared, write SONNIE BAILEY and MELANIE SHERRIN....
Financial planning
The chairman of the Australian Securities and Investments Commission, Tony D'Aloisio, has blamed flawed business models for many of the recent collapses in the financial ...
Financial planning
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 ...
Financial planning
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 le...
Financial planning
Two draft bills for the Federal Government's National Consumer Credit Action Plan, which embraces margin lending, will be released by the Minister for Superannuation and ...
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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...