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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Although wealth management firms want to acquire clients for growth, they're missing a significant segment.
June 21 -
Could the collapsed bank's advisors who are now at the Wall Street giant become a 'red-headed stepchild'?
June 1 -
As Asian Americans and Pacific Islanders experience barriers in corporate careers and have been underserved as clients despite their growing wealth, here's what the industry can do to help.
May 31 -
From paying for private school to worries about overfunding an account, here's how to help your clients get 529s right.
May 28 -
Financial Planning's analysis of core pay at wirehouses, and regional and national broker-dealers.
May 25 -
Financial Planning's analysis of core pay at wirehouses, and regional and national broker-dealers.
May 24 -
Financial Planning's analysis of core pay at wirehouses, and regional and national broker-dealers.
May 23 -
One industry recruiter called the Aegis group at Lincoln 'the last people we expected to move.'
May 22 -
Financial Planning's analysis of core pay at wirehouses, and regional and national broker-dealers.
May 22 -
Here are the trends in individual broker pay for wirehouses and large regional and national broker-dealers in 2023.
May 22
