MARGIN LOANS
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...
Financial planning
The corporate watchdog has obtained injunctions against a Brisbane-based advice business, its directors and related entities, while in Sydney four individuals have been c...
Financial planning
The NAB has released a lending product designed to allow borrowers to use equity, typically in their home, to create additional income streams through other investments....
Financial planning
ANZ has launched a new margin loan to add to its existing standard variable product, aimed at encouraging investors to diversify their portfolio of shares against which t...
Financial planning
Anybody looking to identify the gambling streak that reputedly characterises Australians as a people would be hard pressed to find evidence of it in the margin loans sect...
Financial planning
Mergers and acquisitions played less of a driving role in the sector’s growth this past year than at any time since the product started to take off in 19887, but this mar...
Funds management
The margin loan outfits at Colonial First State, St George and Macquarie Bank are still the best in the country according to researcher Cannex, which has pointed to a lac...
Financial planning
Colonial First State, Commsec, Macquarie and Leveraged Equities were the big winners in a margin loan market that showed no signs of cooling off last year....
Financial planning
The margin lending market has grown to record highs on the back of buoyant equity market returns, new figures show....
Financial planning
The margin lending market has grown to record highs on the back of buoyant equity market returns, new figures show....
Financial planning
Retail investor interest in protected margin loans has now surpassed $1 billion according to the Reserve Bank of Australia....
Financial planning
The jury may be out on the wisdom of putting clients into margin lending – but all the signs say that this will be one product that will see increasing demand in coming m...
Financial planning
Margin lending is not the only way to get into gearing. Philip McLean looks at instalments as an alternative....
Financial planning
Macquarie Margin Lending has moved to make its margin lending facility more accessible to investors by increasing its available funding and its number of approved shares....
Financial planning
To gear or not to gear, that is the question. PRUE MOODIE and JOHN WILKINSON went in search of some answers....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...