Michelle Zhou
Financial Planning
New York, NY, United States
Contact Michelle
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Past articles by Michelle:
Ensuring a smooth transition
Three experts on building a valuable business that is attractive for sale → Read More
Don’t overlook charitable giving
Why advisers shouldn't leave this aspect of planning on the back burner. → Read More
Incorporating behavioral finance into Social Security strategies
Two planners spell out the common psychological biases that prevent clients from maximizing their benefits. → Read More
IBDs with the fastest-growing AUM
See which independent broker-dealers are beating their larger competitors in attracting new client assets. → Read More
LPL super OSJs join FSI, helping it regain ground
After being jilted by the nation’s largest IBD, the organization breaks new ground with membership additions. → Read More
IBDs with the largest total AUM
See which independent broker-dealers are managing the biggest asset base for client accounts. → Read More
Election jitters have advisers seeking liquidity for retirement plans
In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments. → Read More
IBDs with the highest commission revenue
These independent broker-dealers generated the most revenue from commission-based accounts. → Read More
Bracing for the election: Retirement planning takes conservative stance
Clients are anticipating volatility and favoring defensive allocations no matter the outcome, say advisers who participated in a recent poll. → Read More
Wells Fargo’s FiNet dealt setback in $4.5B team defection
Four elite advisers who left the independent channel to launch their own RIA deliver blow to Wells Fargo's target of a best-ever recruiting year. → Read More
Volatile year has some advisers questioning long-term assumptions
Planners ask whether events like Brexit have rewritten the rules on current portfolio allocations. → Read More
What advisers need to know about working with LGBT clients
Less than one-third of the community say they're working with an adviser, according to a Prudential Financial survey. → Read More
Digital advice leaders tell financial industry to get 'hyperpersonal'
Personal Capital CEO Bill Harris argues financial institutions are more focused on product offerings than clients. → Read More
ETFs are the most popular products for advisers
Mutual funds are falling out of favor as planners embrace passive investing, according to a survey. → Read More
UBS complex director moves to Dynasty Financial
The recruit was overseeing 100 advisers responsible for $15 billion in client assets before joining the breakaway firm. → Read More