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
Advisers on the Move: Latest trends in recruiting
YOUR PRACTICE PRACTICE MANAGEMENT MAY 20, 2019
Advisers on the Move: Latest trends in recruiting

Top moves, net gains and losses, plus daily move activity updated weekly

What keeps these executives up at night?
RETIREMENT RETIREMENT PLANNING MAY 18, 2019
What keeps these executives up at night?

Real talk about real industry concerns.

2019 top independent broker-dealers ranked by revenue
NEWS BROKER DEALERS APR 24, 2019
2019 top independent broker-dealers ranked by revenue

Dynamic philanthropic environment expected through 2020
NEWS INDUSTRY NEWS APR 15, 2019
Dynamic philanthropic environment expected through 2020

Growth in personal income among the factors behind the boost.

62% of firms plan to adopt new client-facing technology this year
YOUR PRACTICE FINTECH APR 12, 2019
62% of firms plan to adopt new client-facing technology this year

New benchmarking data highlight independent advisory firms' intention to invest in their digital client experience.

Best Places to Work for Financial Advisers: The research and the data
YOUR PRACTICE PRACTICE MANAGEMENT APR 01, 2019
Best Places to Work for Financial Advisers: The research and the data

Here's a look at five key areas where best places and the firms that didn't make the list differed most

Independent advisory firms plan to increase digital marketing budgets this year
YOUR PRACTICE FINTECH MAR 15, 2019
Independent advisory firms plan to increase digital marketing budgets this year

Only 29% of firms currently use digital marketing solutions, but many intend to spend more.

Interactive list of 2019 Lipper fund award winners
INVESTING MUTUAL FUNDS MAR 07, 2019
Interactive list of 2019 Lipper fund award winners

Full listing of all the funds honored, across all years of return and by category

NEWS INDUSTRY NEWS FEB 20, 2019
Innovation Awards Educational Materials

Success stories: Northeast
NEWS RIAS DEC 08, 2018
Success stories: Northeast

Top fee-only RIAs ranked by total assets under management.