Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
MARGIN LENDING
Financial planning
Investors realising the share market offers a better deal....
Financial planning
Insurance giant American International Group (AIG) has been the dominant force in the provision of professional indemnity insurance to financial planners for the past fiv...
Financial planning
Australian stockbrokers have surpassed financial planners in their ability to embrace gearing strategies, with a new report claiming a large percentage of the broking ind...
Financial planning
Colonial First State has added a margin lending option to its FirstChoice platform, with the group becoming the first in the market to offer advisers a fully integrated m...
Financial planning
To more accurately reflect the broader range of gearing solutions and products it currently has on offer to investors, Macquarie Margin Lending has undergone a name chang...
Financial planning
Financial adviser interest in the margin lending market has skyrocketed, with seven out of 10 advisers increasing their use of gearing with clients in the past 12 months,...
Editorial
Westpac’s wealth management business represented a key driver for its record $3.071 billion profit announced today....
Financial planning
The growth of St George Wealth Management accounted for a significant proportion of St George Bank’s record $1.026 billion annual profit, according to Asgard chief execut...
Financial planning
Recognising the generally low levels of knowledge about investments and superannuation among Australians, Westpac Financial Planning has launched a team of over 50 invest...
Financial planning
Effective communication and concentrating on client’s needs apart from tax are the most important factors financial planners must focus on as the demand for tax effective...
Financial planning
Two men who allegedly enticed people to enter into margin loan arrangements have been committed to stand trial in the NSW District Court following an investigation by the...
Never miss the latest news and developments in wealth management industry
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?...