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Showing 1 - 2 of 2 results for "Margin Lending Planner Report"

Clients asking planners for margin loans

MARK SMITH  |  TUESDAY, 8 MAR 2016
... according to new research by Investment Trends, up from 21% in 2014. In its eleventh year, the 2015 Margin Lending Planner Report is an in-depth study of financial planners' usage of and attitudes towards margin lending. The study is based on a survey ...

Planners shy away from margin lending advice

LAURA MILLAN  |  TUESDAY, 28 JAN 2014
... margin lending fell from 55% in 2012 to 45% in 2013, according to an Investment Trends November 2013 Margin Lending Planner Report. The number or planners recommending margin loans was down despite an improved market outlook, with planners' average return ...
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