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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In a sudden shift, Merrill's leader of the past six years is heading back to rival Citi, where he will be head of global wealth and drive its expansion.
March 30 -
It wouldn't be easy for elite advisors at the bank to leave, for reasons ranging from loyalty to deferred compensation. But as spooked clients demand stability, some competitors see a rare opening to recruit.
March 29 -
Asian Americans and Pacific Islanders have unique planning needs that aren't always met in the industry.
March 27 -
The stolen funds were allegedly spent on personal expenses including a swimming pool, crypto, luxury cars, a piano and a romantic relationship.
March 24 -
The case comes as employment suits related to mental health disabilities are expected to increase coming out of the pandemic.
March 23 -
Combining the two Swiss megabanks means more assets and a bigger brand for UBS. But it could be a heavy lift, slowing U.S. advisor recruitment.
March 21 -
UBS's website rolled out last fall, before the current banking crisis.
March 20 -
Firms across the industry are scrambling to assuage client fears, while others are taking advantage of the frenzy to attract talent. Meanwhile, some advisors are using the moment to reassess what they want professionally.
March 17 -
The wirehouse is building on its earlier AI efforts to improve user experience among clients and advisors, and is looking to do even more with AI soon.
March 15 -
Experts say the Wall Street wirehouse pays a 'premium' to recruit, but moves like this one reveal it failing to stop top performers from breaking away. Here's why.
March 12
