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 awards, which saw a record-high number of submissions this year, recognize those who go above and beyond in serving their communities.
September 21 -
Financial advisor Frank Legan discusses his debut book and what industry peers can learn from his two decades of working closely with clients.
September 19 -
Even the markets' recovery this year wasn't enough to improve working Americans' retirement prospects, a new study found.
September 19 -
After the ink dries on the contracts and the press releases are out, wealth management firms still need to put in the work to make a deal succeed. Here's how.
September 15 -
Younger investors are much more interested than older investors in charitable planning services, a Fidelity report found — and advisors should take note.
September 14 -
A new study sees family offices getting into bond markets but at the cost of another type of bond.
September 12 -
A new report by fintech company Vanilla found what drives clients of all wealth levels, including the wealthiest, when planning their last wishes.
September 7 -
Advisors weigh in on how to help clients with the financial side of tying the knot — from prenups to budgeting for the big day.
September 6 -
Taylor Swift's impressive financial and career success hold many lessons for financial advisors, whose ranks include her own father.
September 5 -
Fires like the tragic one that devastated the Hawaiian island are among many disasters where advisors can play a role in mitigating or preventing losses.
August 31 -
The paperwork of moving client assets in a transition is a chore for many advisors, but crucial to their success.
August 30 -
From boat cruises to wine bottles to equity compensation, here's what successful recruiting for advisors looks like in 2023.
August 29 -
Although nearly all investors in the firm's new survey said tax efficiency was important to them, just over a quarter of them have consulted tax professionals.
August 28 -
August is Make a Will Month, and clients drafting wills can get quite specific. Here's a few interesting things experts are seeing in wills.
August 24 -
Americans owe over $1.6 trillion on federal student loans, and repayment starts this fall. There are options for blunting the burden on clients.
August 23 -
The third time was the charm for LPL, which failed twice to win the big team it finally recruited this month. Here's what worked this time around.
August 23 -
It's not about working longer hours, living in an urban area or being older.
August 18 -
Advisors who want to close the racial wealth gap must encourage Black and Hispanic clients to have estate plans, a new research brief says.
August 17 -
Caregiving will touch the lives of many wealth management clients, but its financial and emotional costs can overwhelm. Here's how advisors can help.
August 16 -
Here's how advisors can help fix the gender gap in investing — and position themselves to win business from women, as their wealth grows.
August 15
