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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

logoInvestors 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.

logo 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.

logo 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.

logoCompensation 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.

logoCommunicating 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

logoYour 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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