margin lending

Financial planning

Follow the money to the margin lending scandal

Concealments and biases in relation to margin lending reflect the necessity for planners and clients to share in the decision-making process, write PAUL RESNIK and PETER ...

Financial planning

The companies who pay Storm Financial

Details regarding the circumstances of the former clients of Storm Financial have emerged in the business profile created by business brokers Kenyon Prendeville....

Financial planning

Software targets gearing risk

Financial planning software developed that aims to reduce the risk associated with margin lending advice....

Financial planning

Perpetual launches advice business acquisition program

Perpetual is embarking on a program of acquisitions in the high-net-worth advice space despite last week announcing its 2009 half-year profits had almost halved....

Editorial

Attention shifts to the margins

A MIKE TAYLOR editorial...

Financial planning

Nature of CBA, BOQ's links to failed group emerge

The extent to which two major banking institutions are connected to Storm Financial is becoming clearer. ...

Financial planning

Sherry flags tougher margin lending regime

Minister outlines regime based on better training and greater disclosure....

Financial planning

Industry grapples with leverage dilemma

Survey finds some planners have acted inappropriately when recommending leverage strategies....

Editorial

Storm Financial puts the spotlight on financial planning’s problems

The unravelling of Storm Financial underscores much of what is wrong in the financial planning industry, writes Paul Resnik....

Financial planning

Calls for industry to embrace responsible lending charter

Storm Financial illustrates 'need for transparency'....

Editorial

Market Forecast: There is fallout, but opportunity lies ahead

While punters are wagering on a grim 2009, the outlook is anything but certain. Industry figures offer their thoughts on what lies ahead for financial services....