united states

Editorial

Zurich profits despite hurricanes, tsunami

Switzerland-based insurance giant Zurich Financial Services has reported a 29 per cent increase in net income for 2004 despite the impact of “extraordinary catastrophes” ...

Financial planning

World’s best tag for financial sector reforms

Reforms to Australia’s financial services sector have left the country’s capital markets in a better position than most other OECD nations, according to a new report from...

Financial planning

Australians fly the flag on overseas advice board

Two Australians will occupy seats on the nine member inaugural international Financial Planning Standards Board following the group’s creation last month to replace the ...

Financial planning

Idealist: Planners asleep at the wheel over world markets

The last place financial planners want to be if the world’s economic plates shift is with their heads in the sand. Ray Griffin wonders whether many planners are prepared ...

Financial planning

ASIC fearful of telephone trickery

Australia could be a prime target for a telephone investment scam sweeping the United States with the Australian Securities and Investments Commission warning investors t...

Financial planning

New opportunities opening in China

With the Athens Olympics now consigned to the history books, the focus for the next four years turns to China and Beijing. China was also the focus of a recent industry f...

Financial planning

Australia and US in industry co-op talks

Australia and the United States of America will seek to further integrate their respective financial services sectors through a series of scheduled talks between the Fede...

Financial planning

ASIC eases licensing for foreign fund managers

The Australian Securities and Investments Commission (ASIC) has updated its criteria for foreign collective investment schemes (FCIS) offering products into Australia and...

Financial planning

Dimensional joins schools in risk study

Dimensional Fund Advisers (DFA) will work in cooperation with Monash University and the University of Queensland as part of a three year study into investigating new mode...

Financial planning

Have SRIs promised high but . . . delivered low?

Socially responsible investments (SRIs) promised much in recent years, but what have they actually delivered? Matthew Haigh reports....

Financial planning

Australia creeps up managed fund ranks

Australia has overtaken Italy when measured by total managed fund assets, putting it in fourth place worldwide behind the United States, France and Luxembourg....

Funds management

Macquarie launches massive capital raising for US property trust

Macquarie Bank and the US-based Developers Diversified Realty Corporation (DDR) are seeking A$550 million from investors, in the largest Australian property capital raisi...

Financial planning

What does the near future hold?

Acadian Asset Management senior vice-president Rick Barry says the market focus for the second half of 2003 will be on value stories that have potential to outperform in ...

Financial planning

High Court upholds fraud conviction

A convicted executive has had his sentence upheld in the High Court following the dismissal of an appeal against five charges of fraud made by the Australian Securities a...

Financial planning

Palandri gives nod to advisers

Palandri Investment Management is continuing to use financial planners for the distribution of its managed investment schemes, despite the recent bad publicity surroundin...