Victoria Zhuang is a reporter for Financial Planning covering the largest wealth management firms. She is a native of New York City and has a bachelor's degree in comparative literature from Harvard University and a master's degree in journalism from Columbia Journalism School. In undergrad, Victoria was a staff writer and later editor for The Harvard Crimson, covering arts and culture. She then worked for several years in the Boston nonprofit scene and freelanced for local publications before returning to journalism full time. Before joining FP, she interned through the Dow Jones News Fund at American Banker, where she covered topics including ESG, M&A, cryptocurrencies, regulation, credit unions, payments and commercial banking.
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The firm is rolling out team affiliations and internal career pathways into advisor roles, while looking to siphon off veterans from wirehouses by continuing a popular no-strings-attached transition offer.
December 21 -
A report from the bank's asset management division shows that American women are financially ill-equipped for retirement and suggested how employers can help.
December 21 -
The largest U.S. bank's new digital money coach, embedded in its Chase app, has a referral feature designed to capture more business for wealth managers and contribute to attracting talent.
December 19 -
Crypto isn't going away, and neither is client interest. But the conversations around it are changing. Here's what the industry took away from 2022 and what's around the corner.
December 15 -
Here's why unplugging from your devices during the upcoming holidays can help your career, and four other insights from Emma Seppälä, a happiness researcher at Yale.
December 13 -
The giant investment bank announced cuts across the board, but its reported sparing of financial advisors suggests that wealth careers may be recession-proof in 2023.
December 8 -
Estate planning experts at JP Morgan, Bank of America, UBS, Morgan Stanley, Wells Fargo and other firms weigh in on how client needs and interests, as well as industry practices, have changed.
December 4 -
The bank hired a nonprofit exec with a background in impact investing and expanded the roles of two other executives as part of its ESG wealth push.
November 24 -
In her historic year, Kamila Elliott planted many seeds for improving diversity within, access to and awareness of the financial planning profession, but she says it has a long way to go.
November 21 -
The new employee model, appealing to high net worth advisors, is a step in the independent broker-dealer king's plans to scale up to ultra-high net worth clients.
November 18
