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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Kristin Lemkau, CEO of J.P. Morgan Wealth Management, discussed the launch of the company's Personal Advisors hybrid advisory channel and the challenges of managing and recruiting talent at American Banker's Most Powerful Women in Banking conference.
October 27 -
The Swiss bank grew its U.S. advisors by 2% in the third quarter,
October 25 -
We are now accepting nominations for two prestigious rankings: Top 40 Brokers Under 40 and Top Regional Brokers Under 40.
October 25 -
The Narragansett Bay Group in Providence, which specializes in serving the ultra wealthy, intergenerational wealth and business owners, has moved to UBS.
October 24 -
Long known for its investment banking and trading operations, the Wall Street bank is focusing on its wealth unit and tech ambitions.
October 18 -
The wealth unit of Bank of America reported record revenue in the third quarter and said it was holding onto clients whose advisors had left the firm.
October 17 -
'The face of wealth is changing,' Sieg said, calling Black talent important to winning business from the fast-growing Black wealthy.
October 17 -
The investment bank pointed to research suggesting over half of retirees struggle by on less than half their former income, and said its custom workplace retirement offerings could help those still working.
October 12 -
It's virtually unheard of for financial services companies to go after their own lawyers, who wield immense power over their secrets. One expert calls it "playing with fire."
October 10 -
As college athletes begin cashing in and the diverse younger wealthy care more about values, two of the top wealth firms are meeting them where they're at.
October 10
