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 moves come as Merrill seeks to integrate more with parent company Bank of America.
May 19 -
After around 14 years at the helm, Gorman will transition to executive chairman and his successor will be one of three internal candidates.
May 19 -
As the RIA market expands rapidly, Goldman Sachs Advisor Solutions is gaining ground with more RIAs seeking bespoke services for ultrahigh net worth clients.
May 18 -
A multi-year study shows where and how advisors can focus on growing on their own as dealmaking slows.
May 16 -
The team, led by financial advisor Ting O'Connor, left because they were unhappy with Merrill's culture and wanted better working conditions for their support staff, a recruiter said.
May 15 -
Four estate planning experts, including at Bank of America Private Bank and UBS, offer advice on the unique challenges of working with creative professional clients.
May 11 -
RIA DayMark Wealth Partners, less than a year after leaving Wells, has recruited another big team of ex-Wells advisors.
May 10 -
The Oracle of Omaha and his longtime friend and business partner Charlie Munger chided wealth managers at their annual event, but offered lessons in life and business.
May 8 -
As family offices continue to grow and want to invest more this year, Goldman Sachs is positioning itself to help with their planned spending sprees.
May 8 -
Ahead of TEFAF, a top art fair it will sponsor in New York next week, Bank of America shared why art matters to rich investors and what buyers can expect this year.
May 4
