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 majority of wirehouse brokers think their comp plans are too complex. It's likely a factor in the exodus of advisors from those firms.
March 9 -
A new report by UBS found that despite being planners in their investing, high net worth women are behind their male counterparts in estate planning.
March 8 -
In career-defining moments like the start of March Madness season, young athletes can experience life-changing inflows of wealth. Experts at Morgan Stanley, Mitlin Financial and Edmonds Duncan give advice on how to support them.
March 6 -
The regional firm said it had won out over other candidates to provide investment program support to roughly 100 Comerica financial advisors.
March 6 -
A new report from industry recruiting firm Diamond Consultants shows the top trends in recruiting and deals for 2022, a year when things got intense in the last six months.
March 1 -
The Wall Street bank is leaning into its strengths in catering to the world's wealthiest through One Goldman Sachs, as it pivots away from a messy consumer business that disappointed investors.
February 28 -
Vince Fertitta, the president of Sanctuary Wealth, shared how the firm won over its most productive wirehouse breakaway team to date.
February 27 -
Following Don Plaus's retirement announcement last week, Merrill is moving around longtime veteran insiders to fill his role.
February 27 -
The LifeSync platform could help advisors bring in new clients who are close to existing clients, as well as win over new held-away assets.
February 24 -
Don Plaus, a Merrill veteran who oversaw the Private Wealth advisors' expansion in Florida, came from a "modest background" but over a long career, rose to lead teams advising many of the world's richest people.
February 22 -
The regional firm said it was offering Instagram Professional to advisors and would roll out YouTube and Spotify podcasting programs later this year to help with client acquisition and retention.
February 21 -
Cerulli Associates says in a new study that affluent families need to do a much better job of preparing their heirs to inherit a legacy.
February 17 -
The wirehouse announced Tuesday it was streamlining regional leadership, in a move some recruiters consider likely to blunt its plans to grow headcount.
February 15 -
Stifel Independent Advisors grew its advisor headcount 12% and AUM over 70% last year. Its CEO says firms have a major blind spot when supporting independent advisor growth.
February 14 -
Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.
February 13 -
The case of fired broker Cory Clem, who accused former Edward Jones colleagues of betraying him and stealing his valuable client relationships, illustrates how things can go wrong during transitions. Here's what advisors can learn about making a clean break.
February 9 -
Joe Duran, the former head of United Capital, the RIA that Goldman bought in 2019, is stepping back from his role as a bank partner but will continue as a consultant. Here's what that change and others mean for advisors.
February 8 -
Gifting assets can be a tricky process, especially for wealthier clients. With Valentine's Day around the corner, here are five tips on getting it right.
February 6 -
CEO Ralph Hamers said in an earnings call Tuesday that despite a flat headcount over the past quarter, advisor productivity remained high as the wealth unit brought in $23 billion of net new assets.
February 2 -
Four winners of this year's Top 40 Brokers Under 40 overall and regional lists, from Morgan Stanley, Merrill Wealth Management, William Blair and RBC, joined industry experts in sharing how big brokerages can hold onto young advisors in a red-hot labor market.
February 1
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