Branch advisors say institutions aren’t adequately preparing them to use new technology
Advisors recognize the limits of a restricted shelf, but say they’re still able to serve clients
The Big Six are falling short of retail planners’ salary expectations
Listening to advisor feedback and adapting strategies drove banks’ Report Card ratings
Although there are tools to help, financial advisors still say it’s best to maintain updated information
Impacts of tighter financial conditions, banking stress evident in Q1
The central bank raised its key lending rate to 5% on Wednesday
Regulator says proposals should encourage banks to reduce the number of mortgages that would go into negative amortization
At RBC, one-quarter of customers use points for mortgage, credit card payments
Governance changes follow consultation and independent review