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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Research firm J.D. Power discussed additional findings from its influential annual advisor satisfaction survey in a panel with industry leaders.
August 11 -
Here's how these three women are advancing financial planning in their communities.
August 10 -
Two advisors from the RIA space shared why they took a risk and moved abroad — and what they learned from it.
August 9 -
Experts from Bank of America Private Bank and other wealth firms share top tips on how to help clients and advisors connect with heirs.
August 8 -
Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.
August 6 -
Canadian CI Financial, in rebranding its U.S. wealth business, joins several other industry firms that recently played the renaming game.
August 2 -
The deal will preserve independence in the face of competitive pressures, the outgoing CEO of Sentinus said in an interview.
August 1 -
The CFP certification costs thousands to finance. Industry groups hope that a new bill will make it attainable for more people.
July 31 -
In an industry where women are still heavily underrepresented, here's what firms can do to attract and retain female talent.
July 28 -
Anna N'Jie-Konte discusses how advisors can grow their business by offering customized services to student loan borrowers and their families.
July 27
