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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The product can bolster talent retention, appeal to customers seeking help in the current volatile markets and position Merrill to stay top-of-mind as UX-savvy younger clients begin inheriting wealth.
October 4 -
The book invites women, people of color and millennials in particular to join the wealth profession. We interviewed author Raj Sharma to learn more.
October 2 -
Wirehouses lost the most talent as independents and regionals gained in the first half of the year.
September 26 -
The bank's 'Project Genome' aims to convert corporate retirement and E-Trade clients to its wealth business.
September 22 -
Jamie Fiore Higgins, a former executive at Goldman Sachs, describes the toxic work environment she endured during her 18 years at the investment bank in her memoir, "Bully Market."
September 22 -
Podcasting, a killer website, great marketing and freedom to focus were among the reasons why the team left.
September 13 -
The Milwaukee-based broker charged over 4,600 clients a minimum $100 fee, plus a handling fee, on small transactions; "not fair and reasonable," FINRA said.
September 7 -
Following another strong quarter for wealth management, here's what Goldman Sachs will do next in its hunt for the almost wealthy, and why it matters.
July 28
