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July 7:

TSX - 13,712.80
TSX/V - 2,478.37
Dow - 11,231.96
S&P 500 - 1,252.31
Nasdaq - 2,243.32

News

Sir John Templeton dies in Bahamas

Pioneer investor and philanthropist founded Templeton Growth Fund
Mutual fund pioneer and philanthropist Sir John Templeton has died in hospital in the Bahamas. He was 95 years old....

FULL STORY

More weakness ahead for Canadian equities: NBF

•	U.S. slowdown, commodity deflation pose risks

Tuesday close: Toronto stocks rise despite slide in oil prices

•	Dow posts triple-digit gains

Quebec regulator seeks cash from people in Norbourg case

•	AMF looking to recover $32 million

Products MORE

•	Standard Life introduces India Equity Focus Fund
•	O’Leary Global Equity Income Fund closes $40 million IPO

Industry news MORE

•	U.S. private equity firms raise US$132.7 billion in first half of 2008
•	Industry associations announce working group to restore confidence in markets

Economy & markets MORE

•	Global carbon market totals US$59 billion in first half of 2008
•	Funding conditions in Canadian markets have improved, Bank of Canada says

People MORE

•	New president for GMP Securities
•	Amsden to head IFIC research team

Company news MORE

•	Goldman Sachs opens hedge fund office in Toronto
•	TD finds $96 million in pricing errors

From the Regulators MORE

•	Bernanke sees bigger role for Fed
•	Fed, SEC agree to deepen co-operation and information sharing

Financial Planning MORE

•	IAFP defends R.F.P. designation once again
•	Advisors need to expand skill set to keep up with affluent clients: survey

July 2008

Building your Business MORE

•	Taking the “whole wealth”...

Insight MORE

•	Big banks press their adv...

Product Watch MORE

•	PRODUCT WATCH

Special Feature MORE

•	Advisors’ satisfaction le...

Focus on Products MORE

•	Taking a principled appro...

News MORE

•	Bankers ride out the cred...

Research MORE

•	The future looks brighter...

PREVIOUS ISSUES

Top Advisor Summit

For one full day in June, 10 of North America's most successful advisors shared their strategies.

Inspiring clients to think big
Bill Bell, president and founder of Bell Financial Inc., discusses how he encourages clients to disclose their dreams and goals to him, and how he incorporates the financial planning process into his practice. Click here to watch.

For all of the videos in the Top Advisor Series, click here.

To learn more about the top advisors and their strategies for success, click here.

2008 Account Managers' Report Card

Special report
We asked account managers at Canada's major deposit-taking institutions what they think about their organizations. Read what they have to say, (includes main chart).

For more stories from the 2008 Account Managers' Report Card, click here.

For stories from the 2008 Dealers' Report Card, click here.

For stories from the 2008 Brokerage Report Card, click here.

Team Building

To grow, learn to delegate to the team
Part 6 of Investment Executive’s 12-part series on team building. Senior advisors describe the structure of their practices and why they delegate administrative duties and share client relationships with team members. Click here to watch.

2008 annual meeting round-up

Investment industry associations are holding their annual meetings all summer long. Investment Executive keeps you up to date with our special coverage.

IIAC annual meeting, Banff
MDRT annual meeting, Toronto
IOSCO annual meeting, Paris
CIFPs annual meeting, Orlando

Making the right choices

Your guide to socially responsible investing. Special supplement November 2007.
Sponsored by The Ethical Funds Company.

Click here for a printable copy.




	•	Our Focus List is about engaging companies, helping creating corporate change on behalf of our investors. Find out the stories behind the companies we invest in.

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