Michelle Zhou

Michelle Zhou

Michelle is a freelance contributor covering the financial services sector for Investopedia's financial advisor audience. She writes about fintech and the intersection of wealth management and social behavior. Michelle earned her MA in financial journalism from NYU in 2017. She currently works for RBC Global Asset Management in Canada.

The views and statements expressed in Michelle's articles are strictly her own and not associated with or sponsored by RBC GAM. RBC GAM is not involved in the research or production of any materials published on Investopedia under Michelle's authorship.

  1. FA Profession

    How to Attract and Retain the Next Generation of FAs

    Succession planning is a difficult for all businesses, but it has become more challenging for the wealth management industry as ...
  2. Robo-Advisor

    Robo-Advisor (Robo-Adviser)

    Robo-advisors are digital platforms that provide automated, algorithm-driven financial planning services with little to no ...
  3. Investing

    Why the Former CEO of OPIC Believes in SRI

    The former CEO of America's development finance agency weighs in on the significance of impact investing.
  4. Investing

    How the World's Largest Pension Invests in ESG

    The world's biggest pension fund has committed nearly $30 billion to socially responsible investment strategies.
  5. FA Profession

    How Much Should Clients Allocate to Impact Investing?

    Advisors can help clients make allocations to impact investments by following these four tips.
  6. FA Profession

    ESG, SRI & Impact Investing: Explaining the Difference to Clients

    There are distinct differences between ESG, SRI and impact investing that clients should understand.
  7. FA Profession

    Advisors: Niche Clients Need You the Most

    Despite efforts by advisors to provide niche services, there are still markets that remain untapped.
  8. Mutual Funds

    Vanguard Mutual Funds Take Another Hit From Brokers

    Morgan Stanley will discontinue its Vanguard mutual fund offerings as part of the firm's fund overhaul.
  9. Robo-Advisor

    Advisors: How to Make Robo Technology Work for You

    Financial planners who embrace the digital revolution see robo advisors as an edge, not a threat.
  10. FA Profession

    How to Give Clients What They Actually Need

    There is considerable disconnect between what clients need and what advisors are offering.