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
