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MARGIN LOANS
Financial planning
Market volatility is once again driving a rise in client demand for margin loans, similar to the pattern seen in 2012 during turbulent market conditions. ...
Financial planning
ETF specialist BetaShares has launched a new investment fund on the Australian Securities Exchange. ...
Financial planning
When people discuss margin loans they inevitably refer to margin calls, but Julie McKay writes that a good understanding of the system can help investors navigate the cha...
Financial planning
Julie McKay argues that while margin loans have their own dynamics, those using them should not lose sight of the fact that they are a loan and they need to be repaid. ...
Financial planning
Money Management roundtable participants acknowledge that some hard lessons were learned on margin lending from the collapse of Storm Financial....
Financial planning
A new survey of financial planners reveals recent regulatory changes make the provision of margin lending advice less attractive....
Financial planning
ASIC will impose additional licence conditions on Moneywise Securities following concerns around some of the advice provided to clients. ...
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 Federal Court has given ASIC the green light to pursue Storm founders in court over the failure of the dealer group. ...
Financial planning
Storm investors who will receive the $82.5 million settlement from Macquarie Bank will have to acknowledge that the bank did nothing wrong....
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...
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....
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. ...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...