Financial Planning taps Burgess as a reporter

Financial Planning has hired Rob Burgess to cover technology and investment strategies. He previously was at Wealth Management as a technology reporter. Burgess has also been editor of the Wabash Plain Dealer, news editor of NUVO, managing editor of the Indiana Lawyer, and city editor, opinion page editor and editorial board member of the Kokomo Tribune. He […]

Financial Planning seeks a fintech reporter

We are seeking an experienced business tech reporter to join the team at Financial Planning, our award-winning wealth management publication. The ideal candidate will have a solid understanding of the role technology plays in the financial services industry. Essential skills include the ability to break news as well as write longer analytical and feature stories […]

Zhuang joins Financial Planning as a reporter

Victoria Zhuang has joined Financial Planning as a reporter. Recently, Zhuang was a Dow Jones News Fund business reporting intern at American Banker. She was a freelance arts and culture writer at The Boston Globe and was a career specialist at Boston Private Industry Council. Zhuang has a B.A. from Harvard University and a M.S. […]

Fortune taps Mathews to cover finance

Jessica Mathews has joined Fortune as a reporter covering all things related to finance. Previously, she was a reporter at Financial Planning, having joined the company in 2018 as a business reporting intern. Mathews was also a business reporting intern at Dow Jones and editor-in-chief of Empire State Tribune. She has also interned at CNBC […]

Financial Planning taps Fernandez to cover wealth management

Cynthia Fernandez has joined Financial Planning as a reporter covering RIAs, custodians, clearinghouses, and the in-depth wealth management system. Previously, Fernandez was a Capitol reporter at Spotlight PA. She has also served as a regionals co-op correspondent, then as a metro correspondent, and then as a research assistant at Boston Globe Media. She has also […]

Paikert departs Financial Planning for RIABiz

Charles Paikert, senior editor at Financial Planning where he covered the business of wealth management and family offices with a focus on high-net worth markets, has left the organization to join RIABiz, a journal about people who advise and serve investors. Before joining Financial Planning, Paikert was with the Family Wealth Report working as a […]