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Keyword: Borrowing to invest

20 results found

Financial advisors, planners weigh in on the risks of borrowing to invest

As rates rise, opportunity to achieve tax savings via a family loan strategy narrows

confused man

Clients who borrow to invest may be intrigued by a recent court case on interest deductibility

Advisors must inform their clients about the risks of borrowing

New guidance reminds advisors about their suitability obligations

Burned investors win $10-million settlement in Money Concepts class action

  • By: Jade Hemeon
  • September 19, 2013 October 30, 2019
  • 23:00

Borrowing to invest is one of the most controversial financial planning strategies. Is it right for your clients?

  • By: Jade Hemeon
  • September 19, 2013 November 6, 2019
  • 23:00

NBSC orders company to repay losses to investors

  • By: IE Staff
  • April 3, 2013 December 19, 2017
  • 13:45

Amendments detail the general obligations for dealers and reps to assess suitability of client leverage

Amendments require securities commission approval before they take effect