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 OPINION OCT 09, 2016
DOL fiduciary rule may finally spark lower fund fees for mutual funds

The industry may have held on to many distorted fee structures that might have been better suited for the 1980s.

NEWS REGULATION AND LEGISLATION OCT 02, 2016
How financial advisers can operate in a world without trust

NEWS REGULATION AND LEGISLATION SEP 26, 2016
SEC's courts still appear biased

RETIREMENT RETIREMENT PLANNING SEP 25, 2016
Grappling with retirement health costs

Health-care costs are “the great unknown of retirement” for many advisers.

NEWS REGULATION AND LEGISLATION SEP 23, 2016
SEC should refrain from branding advisers as fraudsters over poor continuity planning

RETIREMENT LIFE INSURANCE AND ANNUITIES SEP 18, 2016
Top 20 life insurance firms ranked by direct premiums, market share

NEWS REGULATION AND LEGISLATION SEP 11, 2016
Some penalties, while brutal, are fair

If the firms decided to take shortcuts — and in the recent F-Squared case it seems like they did — they should be held accountable.

NEWS INDUSTRY NEWS SEP 11, 2016
2016 section 529 college savings plans

Top-ranked college savings plans, based on assets and performance.

YOUR PRACTICE FINTECH SEP 11, 2016
Social media in SEC's crosshairs

Advisers should develop a social media strategy, bearing in mind the SEC's guidance.

NEWS OPINION SEP 08, 2016
Industry opposition to state retirement plans ignores reality

A huge potential awaits financial advisers with the advent of more workplace savings programs. Once people have a retirement plan, they're in the market.