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The largest annual gathering of Black professionals across financial services championed the reclamation of Black wealth and explained the important role advisors play in the pursuit.

The CFP Board tracks listings on its Career Center job board to identify trends in the financial planning industry.

Research firm J.D. Power discussed additional findings from its influential annual advisor satisfaction survey in a panel with industry leaders.

Plus, F2 Strategy gets a new office; AdvisorCheck gets a new boss; and Advisor360° rolls out new tech updates.

John Gamboa is chairman of the Community Consumer Defense League, a coalition or organizations working to protect low-income consumers of color. Mr. Gamboa was previously a member of the Federal Reserve Board's Consumer Advisory Council.

Adam Briones is CEO of California Community Builders, a nonprofit public policy organization working to close the racial wealth gap through housing and homeownership.

The St. Louis-based firm has continued its 2023 comeback, enjoying two straight quarters of double-digit revenue growth.

Advisors and brokers rarely put up fights when a former employer comes for loan paybacks as successes are few and far between.

The firms are increasingly seeking to integrate generative artificial intelligence into their products, and banks are potentially interested customers. But such efforts are costly, the risks are high and "they want to make sure that they get it right," experts say.

Eileen O. Pincay, R.Ph., is vice president and national pharmacy practice leader at Segal.