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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A small tweak to business practices could earn many firms in the industry much more in income, and it's hiding in plain sight.
July 7 -
A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race.
July 6 -
Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.
July 5 -
Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.
July 3 -
From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.
June 29 -
Franklin Templeton investing experts discussed key global market trends that could impact portfolios heading into the second half of the year.
June 28 -
Wealth management's broken career pipeline needs urgent attention as a succession cliff looms, a new Cerulli report says.
June 27 -
Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.
June 26 -
Here's what firms can offer to keep multigenerational families loyal, according to industry experts and Arizent research.
June 23 -
The number of ultrarich families is growing, and so are their demands on advisors. Schwab moderated a panel on how RIAs can succeed with these clients.
June 22
