Ellie Zhu

Ellie was our Digital Content and Production Manager from 2015 to 2019 before she moved on to become Graphics Editor at The Wall Street Journal and latterly Data Scientist, Media Innovations at The New York Times. Connect with her at LinkedIn.

Ellie Zhu
Displaying 121 results
Poll: Why advisers vote for Donald Trump
NEWS INDUSTRY NEWS FEB 18, 2016
Poll: Why advisers vote for Donald Trump

In an <i>InvestmentNews</i> infographic, see why advisers pick Trump over Clinton, or Sanders over Rubio or Cruz.

Planning implications of Obama's budget in one simple chart
RETIREMENT RETIREMENT PLANNING FEB 11, 2016
Planning implications of Obama's budget in one simple chart

Michael Kitces explains how the president's fiscal 2017 budget affects retirement, estate and other tax law.

NEWS RIAS FEB 01, 2016
Advisers cast their vote on who should be the next president

2,041 advisers surveyed by <i>InvestmentNews</i> weigh in on the presidential election

NEWS BROKER DEALERS JAN 25, 2016
The biggest adviser moves for the fourth quarter 2015

Tracking the more than $26 billion in AUM that changed firms late in 2015.

NEWS RIAS JAN 20, 2016
Biggest billion-dollar adviser moves since 2011

Over the past five years, big advisers moves picked up steam toward the end of 2015.

YOUR PRACTICE PRACTICE MANAGEMENT JAN 14, 2016
SEC questions require answers

The SEC must be more transparent about its new questionnaire. What is the ultimate purpose? What justification is there?

YOUR PRACTICE PRACTICE MANAGEMENT JAN 03, 2016
What will 2016 bring?

Results from a survey of advisers reveals their outlook for the year ahead

YOUR PRACTICE PRACTICE MANAGEMENT JAN 03, 2016
2016 outlook from top advice executives

<i>InvestmentNews</i> asked some key names in the financial advice industry what changes they expect to see this year.

Michael Kitces breaks down the Social Security claiming changes
RETIREMENT RETIREMENT PLANNING NOV 10, 2015
Michael Kitces breaks down the Social Security claiming changes

This matrix details who is affected and which strategies are altered.

YOUR PRACTICE PRACTICE MANAGEMENT OCT 17, 2015
Who earns what?