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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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