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
NEWS RIAS MAY 02, 2018
The Rising Cost of Risk

More and More Independents Rolling Up Under Corporate RIAs

Top independent broker-dealers ranked by revenue
NEWS BROKER DEALERS APR 21, 2018
Top independent broker-dealers ranked by revenue

Data include a breakdown of fee, commission revenue.

YOUR PRACTICE PRACTICE MANAGEMENT MAR 24, 2018
Best Places to Work for Financial Advisers

<i>InvestmentNews</i> presents the 50 Best Places to Work for Financial Advisers in 2018. Check back May 21 for the numerical rankings

YOUR PRACTICE PRACTICE MANAGEMENT FEB 27, 2018
Full list of 2018 Lipper Fund Awards winners

An interactive list of all the funds honored, across all years of return and by category.

NEWS INDUSTRY NEWS FEB 17, 2018
2017 largest variable annuity providers

Participating issuers, ranked by net assets and new sales.

INVESTING ALTERNATIVES DEC 02, 2017
Which investors are most attracted to ESG investments and why?

Growth in the environmental, social and governance niche is tremendous. New research illuminates the causes and why advisers should care.

YOUR PRACTICE FINTECH NOV 04, 2017
America's digital financial habits disappoint

Financial firms target technology to help clients save and invest more intelligently

YOUR PRACTICE PRACTICE MANAGEMENT OCT 31, 2017
7 questions to test your mastery of advice firm pay practices

Quiz yourself on the latest trends in how firms are compensating their partners, advisers and employees.

RETIREMENT RETIREMENT PLANNING OCT 23, 2017
The next frontier of advice

Financial advisors have an opportunity to redefine their value and their role in clients' lives through deeper conversations that lead to meaningful connections and increased client confidence. This guide can help advisors gain a better understanding of the powerful relationships and interests that influence an individual's decision-making and life goals.

NEWS INDUSTRY NEWS SEP 09, 2017
By the numbers: Section 529 college savings plans

Plans with the most assets, top adviser-sold and direct-sold plans, and top plans based on three-year performance