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 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
