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Banks must support digital tools with advisor training

Branch advisors say institutions aren’t adequately preparing them to use new technology ....

United Kingdom , Michael Walker , Rory Mitz , Franceen Bernstein , Dominion Bank , Imperial Service , Royal Bank , Conquest Planning Inc , Big Six , British Columbia , Nova Scotia , Toronto Dominion Bank , Financial Planning , Conquest Planning , Atlantic Canada ,

Support is key to retaining branch advisors | Investment Executive

Listening to advisor feedback and adapting strategies drove banks’ Report Card ratings ....

United Kingdom , Rory Mitz , Royal Bank , Imperial Service , Dominion Bank , National Bank , Nova Scotia , Scott Gamble , Scotia Smart Investor , Toronto Dominion Bank , Financial Planning ,