J.D. Power on how to keep advisors happy; managing risk in the summer market
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J.D. Power on how to keep advisors happy; managing risk in the summer market

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.?

Read: J.D. Power on how firms can improve advisor satisfaction

Related: Job listings for financial advisors have spiked 63% in the past year


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Tim Urbanowicz

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.?

Read: Risk-on or risk-off? How to play the summer market rally

Related: 8 strategies for wealth managers after 2022's slumping markets


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CAAFP in Chicago. (Justin L. Mack)

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.?

Read: CAAFP 2023 highlights the power of financial advice in Black communities

Related: Financial advisors team up to build industry's first Black-owned $1B RIA


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