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Showing 1 - 10 of 91 results for "Margin loan"

Bell Financial launches Tandem Capital

VINNY VUCAGO | WEDNESDAY, 20 MAY 2026

Bell Financial Group has announced the launch of Tandem Capital expanding its platforms division with a new margin lending and at-call investment offering aimed at advisers and their clients. The new business will provide advisers with access to margin ...

FEATURE: Back in action

ELIZA BAVIN | FRIDAY, 12 SEP 2025

... sideline, you can typically meet the margin calls, but for a lot of people, they didn't have enough money outside of the margin loan facility. What they would end up doing is then selling stocks at the bottom of the market, which is the worst possible ...

Betashares gearing up to expand Wealth Builder product suite

ANDREW MCKEAN | WEDNESDAY, 25 JUN 2025

... process. When investing in a geared ETF, the maximum potential loss is limited to the capital invested. "Compared to a margin loan, where individuals have to manage a loan application process, take whatever interest rate the margin lender offers, and ...

Younger women embrace geared strategies: Data

MATTHEW WAI | TUESDAY, 4 MAR 2025

Australians - particularly young women - are increasingly gearing their investments, with the growth of those using such strategies outpacing the overall online investor population, according to new research. The Investment Trends 2024 Borrowing to ...

Elon Musk buys Twitter for $61.4bn

ANDREW MCKEAN | TUESDAY, 26 APR 2022

... the Twitter board of directors. The innovative business magnate secured US $25.5 billion of fully committed debt and margin loan financing and will provide an approximate US $21 billion equity commitment. However, eToro global markets strategist Ben ...

CFS launches low cost geared index options

CHLOE WALKER | TUESDAY, 14 DEC 2021

Colonial First State (CFS) has today launched two new geared index options through its $109 billion FirstChoice platform, giving investors leveraged exposure to local and global markets. The first passively managed geared investment options to be offered ...

Court confirms Storm Financial founders breached duties

JAMIE WILLIAMSON | FRIDAY, 27 MAR 2020

... amounts of money in index funds, using "double gearing" - the Storm model. It involved taking out a home loan and a margin loan in order to purchase units in the funds. Once initial investments were undertaken, "Stormified" clients were encouraged to ...

Lenders must recognise millennial wealth strategies

DARREN SNYDER | TUESDAY, 27 NOV 2018

... using borrowings to invest. "In addition, millennials tend to consider a wider range of lenders before selecting a margin loan provider (3.8 on average versus 2.2 for the industry), meaning that lenders must establish a wider range of hooks to attract ...

ASIC closes doors on Storm charges with two fines

ALEX BURKE | FRIDAY, 23 MAR 2018

Nearly a decade after ASIC began its investigation into Storm Financial, two directors have been fined $70,000 each for breach of duties. Emmanuel and Julie Cassimatis were previously disqualified from managing corporations for seven years. When they ...

Former Millennium 3 adviser banned

JAMIE WILLIAMSON | FRIDAY, 2 MAR 2018

... client funds. Glenn William Connor was banned by ASIC after it found that he had used clients' assets as security for a margin loan and borrowed client funds. The offences took place between 2008 and 2016. Connor was licensed by Millennium 3 from 29 ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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