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. ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

4 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 1 day ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

5 days 4 hours ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 1 day ago