Victoria Zhuang is the professional development reporter at Financial Planning. She has a bachelor's degree in comparative literature from Harvard University and a master's degree in journalism from Columbia Journalism School. Before joining FP, she freelanced as an arts and culture writer while working in the Boston nonprofit world for several years. She also completed a Dow Jones News Fund business reporting internship at American Banker. Victoria covers how wealth management firms maintain their competitive edge and how financial advisors can achieve excellence serving clients of all wealth levels. She is a native of New York City.
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Financial Planning announces its 2024 class of the top 40 most productive employee wealth management brokers under age 40.
February 6 -
Financial Planning announces its 2024 class of the top 40 most productive employee brokers under age 40 at regional firms.
February 6 -
For advisors seeking a type of independence that defies industry norms of success, two female CFPs have launched a co-op promising to be a firm of one's own.
January 10 -
Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.
January 9 -
Doctors face many personal finance challenges, from hefty student loan debt to temptations to overspend. Experts share how to win them as clients.
January 5 -
Converting prospects and leads to actual clients is key to boosting organic growth but can be daunting. Here's three ways to do it better in 2024.
January 3 -
For clients who care about social impact in their portfolios or financial plans, this relatively young designation can help an advisor deliver more value.
January 2 -
From planning for caregiving to helping artists and couples, these five Financial Planning stories from 2023 show how advisors can add value in estate planning.
December 23 -
As Angie Herbers looks back on two decades at the consulting firm she founded, she shares how she grew it from nothing and what peers in the industry can learn.
December 21 -
From estate planning to Medicare advice, financial advisors can offer serious value in the coming year.
December 20 -
The sixth-largest U.S. bank has big plans to grow its private bank by developing young talent, as it prepares to target many of the hottest markets for young wealth.
December 19 -
High net worth Americans are unprepared, research suggests, as risks from issues such as climate disaster and personal liability are growing.
December 18 -
A new Cerulli report suggests that one of banks' best opportunities to grow in the coming years is right under their nose, with a client segment they often ignore.
December 15 -
The deal follows several others in the past 12 months and reflects growing demand for retirement plan services to small businesses, Edelman said.
December 14 -
Younger clients need help managing multiple competing goals and remembering to save for their golden years, a study shows.
December 13 -
Writer Rich Lippman spotted a hole in the marketplace: There was no fun take on how to make an estate plan. His new book aims to fill that void.
December 13 -
The deal, which gives Captrust its first office in the Pacific Northwest, reflects the growing power of firms like it on a national level. Here's how it happened.
December 11 -
More working Americans have a health savings account, but many are not using them to their fullest potential.
December 7 -
AAPI financial advisors are underrepresented in the industry and still sometimes feel unseen even within conversations about DEI, industry experts say.
December 5 -
Trans people come from all walks of life, including the rich. LGTBQ+ experts share how to serve them.
December 4
