Thursday wrap: Markets tumble on sliding U.S. jobs data
TSX energy sector drops 4%
Stock markets in Toronto and New York fell Thursday as U.S. employment data showed employers cut 467,000 jobs in June, driving unemployment to a 26-ye...
Build your business by becoming a “one-call” advisor Jim Ruta, a business coach and president of The Expert Institute describes why its more powerful for advisors to promote themselves as a specialty shop, as opposed to trying to act as a jack of all trades. He spoke at the TSX Broadcast Centre in Toronto. Click here to watch.
Health spending accounts an opportunity for advisors Marla Schwartz, president of Benecaid Health Benefit Solutions Inc. talks about the benefits of flexstyle and health spending accounts and how employers can help decrease costs for clients. She spoke at the TMX Broadcast Centre in Toronto. Click here to watch.
Multiple marketplaces bring increased competition and regulatory hurdles Jos Schmitt, CEO of Alpha Trading Systems, and Glenn Goucher, senior vice president, financial markets, Montreal Exchange Inc. discuss the benefits and challenges of Canada’s multi-marketplace environment. They spoke at the FPL Canadian Electronic Trading Conference on June 1 in Toronto. Click here to watch.
Clients arrive to SRI with negative screens first Part 7 of Investment Executive’s 12-part series on socially responsible investing. Chris Gordon, an advisor with Edward Jones in Mississauga, Ont., Gary Hawton, CEO of Meritas Mutual Funds and Keith McLean, a portfolio manager with I.G. Investment Management, Ltd., describe the changing landscape of negative screening in the SRI industry and how clients approach the industry. Click here to watch.
Coverage from the 7th annual Canadian Institute of Financial Planners conference in Halifax Among the topics discussed were Tax Free Savings Accounts, moving to a fee-based book, financial literacy, the outlook for the economy, and the progress towards a single securities regulator.
• To watch videos from the conference on IE:TV, click here. • To read news stories from the Halifax conference, click here.
IFB Toronto Summit 2009
Investment Executive at the Toronto Summit of the Independent Financial Brokers Among the topics discussed at May 26 Summit were money laundering, powers of attorney, and how to tell your story to clients. Click here to watch.
2009 Report Cards
Advisors, firms weather economic storm
How are advisors at Canadian investment dealers faring during the market downturn?
• Dealers' Report Card: Rough economy fails to shake up advisors (includes main chart), click here.
• To read more stories from this year’s Dealers' Report Card, click here. • To watch a video about results the Dealers’ Report Card, click here. • To read stories from this year’s Brokerage Report Card, click here. • To watch videos about the Brokerage Report Card’s results, click here.
Top Advisor Summit 2009
Reach for the top
In early April, Investment Executive co-hosted this conference in Toronto. Advisors from across Canada heard from 10 top-performing advisors.
To read stories from this year’s Summit, click here. To watch video presentations from the Summit, click here.
Coverage from the 7th annual Canadian Institute of Financial Planners conference in Halifax
Investment Executive at the Toronto Summit of the Independent Financial Brokers
Advisors, firms weather economic storm
