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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Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them.
December 1 -
Indigenous people in America are experiencing a "renaissance" of wealth creation. Experts share what advisors seeking to work with them should keep in mind.
November 29 -
Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays.
November 27 -
From hot apple cider to sporting tickets, going beyond a bulk thank-you email to clients can pay off big for advisors.
November 22 -
The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.
November 20 -
Employees at Ballentine Partners, a multifamily office and RIA, say their firm can be an example of how small or midsized independent firms can advance on DEI.
November 17 -
Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.
November 16 -
Shirl Penney and other firm leaders discussed the firm's ambitions and plans in the M&A market.
November 15 -
A panel of representatives from several firms across wealth management discussed retention strategies at the CFP Board's Diversity Summit.
November 13 -
Despite concerns about corporate DEI efforts in retreat, financial planners at an industry diversity summit rallied to move forward on creating inclusive cultures.
November 10 -
After hiring a U.S. fine art specialist from the gallery world, the Swiss wirehouse is doubling down on its art-world connections to attract ultrarich Americans.
November 9 -
Captrust went from runner-up in a transaction to buy Column Capital Advisors to stealing the seller's hearts. Here's how a home office visit made all the difference.
November 7 -
Demand is growing for the certified private wealth advisor credential, which has been around for 15 years and helps advisors cater to high net worth clients.
November 6 -
Ford shares how he rose from cold-calling as a broker to becoming head of wealth at one of the country's biggest banks, and what's next for his team.
November 2 -
Competition for the business of family offices is heating up. From fine art to compliance, here's what some of their needs look like today.
November 1 -
Join us for a lunchtime talk with Maria Elena "Mel" Lagomasino, CEO and Managing Partner of WE Family Offices, about leadership in the growing family office world and what it means for financial advisors.
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From fielding self-harm threats to handling family estate feuds, here's how an advisor can productively intervene with ultrawealthy families.
October 31 -
The event's theme this year was "creating a culture of accountability," and speakers aimed to help Black consumers access generational wealth.
October 30 -
From addiction counselors to fund managers who can schedule roof repairs, today's family offices need more services than ever before. Here's what advisors should know about working with them.
October 30 -
The leading IBD firm is eager to dominate the entire advisor industry, following another strong quarter for recruiting.
October 27
