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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Financial Planning announces its 2023 class of the top 40 most productive employee brokers under age 40 at regional firms.
February 1 -
Financial Planning announces its 2023 class of the top 40 most productive employee wealth management brokers under age 40.
February 1 -
The Swiss wirehouse struck twice at rival Merrill Lynch, poaching both an ultrahigh net worth team managing $1.3 billion and a high net worth team with $340 million of AUM.
January 30 -
Chelsea Ransom-Cooper, a managing partner and director of financial planning at Zenith Wealth Partners, spoke with FP about what the big firms are getting right — and what's missing from their DEI strategies.
January 27 -
The large brokerage reported record results for its wealth management business as it waits to bring several more financial advisors on board.
January 26 -
The regional broker-dealer and investment advisor made veteran insider Anthony "Tony" Miller interim president as CEO Tim Scheve steps back. Here's what advisors considering alternatives to the wirehouses can expect from Miller's leadership.
January 23 -
The mega-broker secured a victory with Secure 2.0 legislation in December after intense lobbying for the bill.
January 20 -
In a conversation with industry recruiter Mindy Diamond, the president of Bank of America's legacy wealth management firm shared his thoughts on advisor strategy and said he wanted advisors to integrate more with the rest of the bank.
January 19 -
The wirehouse said it was on track to achieve $10 trillion in AUM in the next several years and expected the most growth to come from its corporate retirement channel.
January 17 -
The wirehouse reported a record fourth-quarter growth of 8,500 net new households and said it planned to hire advisors at a 3-4% rate over the next five to 10 years.
January 13
