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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Younger clients need help managing multiple competing goals and remembering to save for their golden years, a study shows.
December 13 -
Writer Rich Lippman spotted a hole in the marketplace: There was no fun take on how to make an estate plan. His new book aims to fill that void.
December 13 -
The deal, which gives Captrust its first office in the Pacific Northwest, reflects the growing power of firms like it on a national level. Here's how it happened.
December 11 -
More working Americans have a health savings account, but many are not using them to their fullest potential.
December 7 -
AAPI financial advisors are underrepresented in the industry and still sometimes feel unseen even within conversations about DEI, industry experts say.
December 5 -
Trans people come from all walks of life, including the rich. LGTBQ+ experts share how to serve them.
December 4 -
Older wealth management clients fear serious health problems that could come with living longer. Advisors have a big role to play in helping them.
December 1 -
Indigenous people in America are experiencing a "renaissance" of wealth creation. Experts share what advisors seeking to work with them should keep in mind.
November 29 -
Americans live in a culture where money talks are taboo, but advisors can help clients overcome that and preserve generational wealth during the holidays.
November 27 -
From hot apple cider to sporting tickets, going beyond a bulk thank-you email to clients can pay off big for advisors.
November 22
