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 -
A small tweak to business practices could earn many firms in the industry much more in income, and it's hiding in plain sight.
July 7 -
A new study by Financial Planning parent company Arizent shows that firms are missing a big opportunity to get ahead on winning in the wealth transfer race.
July 6 -
Around three in five women breadwinners said financial professionals have wrongly assumed their partner is the primary earner, according to a new UBS report.
July 5 -
Citizens made waves with its hires of around 50 private banking staff from First Republic. The head of wealth management at Citizens shared what's next.
July 3 -
From securing guardianship rights from hostile family members to ensuring a safe caregiving experience, here's how advisors can help.
June 29 -
Franklin Templeton investing experts discussed key global market trends that could impact portfolios heading into the second half of the year.
June 28 -
Wealth management's broken career pipeline needs urgent attention as a succession cliff looms, a new Cerulli report says.
June 27 -
Even wealthy clients may procrastinate on maximizing tax efficiency ahead of the gift and estate tax exemption limits' expected declines in 2026.
June 26 -
Here's what firms can offer to keep multigenerational families loyal, according to industry experts and Arizent research.
June 23 -
The number of ultrarich families is growing, and so are their demands on advisors. Schwab moderated a panel on how RIAs can succeed with these clients.
June 22
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