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News

Tuesday close: Sliding bank shares drag down TSX

U.S. markets drop on banking worries
The benchmark index of the Toronto Stock fell on Tuesday as weaker bank shares offset a rally in commodities....

FULL STORY

CFTC alleges Ontario man defrauded commodity pool investors of millions

•	Regulator orders Eustace to pay more than US$279 million in restitution

SEC unveils plans for new disclosure platform

•	IDEA will replace EDGAR system

Daystar Financial appoints sales & markeing head

•	O’Donnell to be based in Calgary

Products MORE

•	Invesco Trimark reopens three funds
•	Persistence Capital launches private equity fund dedicated to healthcare

Industry news MORE

•	US$423 billion of bonds downgraded in past year, Fitch says
•	Hedge fund assets climb 4% in second quarter: HFN

Economy & markets MORE

•	Increased efficiency to foster global economic growth: report
•	Raymond James unearths mining opportunities in Latin America

People MORE

•	New head for Franklin Templeton’s institutional group
•	SSQ Financial Group names new CEO

Company news MORE

•	Macquarie to acquire U.S. futures clearing business
•	BATS Trading wins SEC approval for exchange status

From the Regulators MORE

•	Court upholds ABCP restructuring plan
•	Regulators moving ahead with disclosure certification rule

Financial Planning MORE

•	Advocis updates RHU program
•	Consumers setting aside more income to pay for gasoline: StatsCan

August 2008

Building your Business MORE

•	Setting your sights on the super-rich

Insight MORE

•	Canadian regulators should not rest on their laurels

Product Watch MORE

•	PRODUCT WATCH

Special Feature MORE

•	MGAs earn accolades from their advisors: Includes main chart

Focus on Products MORE

•	Cleaning up with an environmental fund

News MORE

•	Inching toward reform

Research MORE

•	Tight capacity and rising demand will drive up potash prices

PREVIOUS ISSUES

Now playing on IE:TV

Investors Group focused on recruits, succession planning
Sharon Harrald, vp corporate training and development for Investors Group Inc., describes the firm’s training process for new recruits, its facilities and the support it provides to advisors for succession plans. Click here to watch.

Attracting top clients to appreciation events
Dan Richards, president of Strategic Imperatives Ltd., discusses marketing, communication strategy and how advisors can attract top clients to their client appreciation and educational events. Click here to watch.

Wellington West CEO outlines ambitious growth plans
Charlie Spiring, founder and CEO of Wellington West Capital Inc., discusses the firm's acquisition strategy, plans for a new asset management arm and the outlook for growth. Click here to watch.

Compensation models to motivate business growth
Part 7 of Investment Executive’s 12-part series on team building. Several senior advisors discuss the structure of their practices and how they compensate and motivate members of their teams. Practice management consultants join in the discussion. Click here to watch.

Top Advisor Summit

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

Communicating during turbulent markets can set you apart
Dodee Frost Crockett, an advisor with Merrill Lynch & Co., Inc., in Dallas, Tex., describes her communication strategy and how she approaches market volatility with clients. 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 Insurance Advisors' Report Card

Special report
Find out how Canada's insurance advisors rated their firm's support, compensation, technology and other important issues. Read what they have to say, (includes main chart).

For more stories from the 2008 Insurance Advisors' Report Card, click here.

For 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.

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.




	•	Check out our Canadian Investment Award winners. Ethical Funds has been awarded top SRI fund 4 years running, and for 3 years the Ethical Special Equity Fund has been named Canada's best small cap fund.

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