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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Serving over half of America's billionaires wasn't enough for the country's largest bank.
July 26 -
As many firms struggle to retain younger advisors, here's what one firm is doing to solve for succession problems down the road.
July 25 -
Winning those critical next-generation clients often involves teaching financial literacy. A music festival this fall offers new ideas for how to do that.
July 24 -
Outgoing CEO James Gorman said Tuesday that he sees the firm reaching $20 trillion in 14 years.
July 18 -
Despite sky-high advisor satisfaction ratings, many wealthy clients lack confidence in their financial situation and could leave in the future.
July 17 -
Despite the recovery of stock values over the past few months, the bank's wealth unit still fell short of last year's earnings.
July 14 -
The first-of-its kind conference is for all Latino or Hispanic-identifying professionals who want to become advisors or grow in the field.
July 13 -
Under 10% of surveyed wealth management professionals in a recent Arizent survey said their firms were 'very successful' at using the online networks to win clients.
July 12 -
If at first you don't succeed, you're not alone. Here's how do it right.
July 12 -
Advisors seeking to sell their firms will find buyers that are increasingly focused on larger practices.
July 10
