J.D. Power on how to keep advisors happy; managing risk in the summer market
Financial Planning
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It’s tough enough to hire top advisor talent, much less retain it. What are the best strategies for?keeping advisors happy in their roles? It’s going to take more than good salaries. FP’s Victoria Zhuang shares three tips from a J.D. Power event.?
AI euphoria, consumer spending red herrings, a likely impending recession — in this unpredictable summer market, what’s an advisor to do? Tim Urbanowicz, CFA of Innovator Capital Management shares his thoughts on risk management.?
Focusing on representation and advancement, the 17th annual Conference of African American Financial Professionals took place in Chicago last week. With a theme of “reclaiming Black wealth,” the three-day event attracted nearly 1,000 attendees. Read Justin Mack’s in-depth coverage.?
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