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 SEP 06, 2016
Creating an enduring financial advisory business: Lessons from Fisher Investments

NEWS OPINION SEP 04, 2016
How Uber and the sharing economy will change the advice industry

Millennials are coming of age during a disruptive economic landscape and will find it increasingly challenging to save for retirement.

Why consistency adds value in retirement investing
RETIREMENT RETIREMENT PLANNING SEP 01, 2016
Why consistency adds value in retirement investing

Finra wants to raise the annual gift limit
YOUR PRACTICE PRACTICE MANAGEMENT AUG 23, 2016
Finra wants to raise the annual gift limit

Brokerage representatives will be able to breathe a little easier when they're buying gift baskets for fellow professionals during the next holiday season.

NEWS RIAS AUG 11, 2016
Biggest billion-dollar adviser moves since 2011

Big adviser moves have picked up steam in the last five years

NEWS OPINION AUG 07, 2016
New Finra execs should toughen investor protection rules

YOUR PRACTICE PRACTICE MANAGEMENT MAY 15, 2016
Women, money and investing

Top young financial advisers for your rolodex
NEWS INDUSTRY NEWS APR 15, 2016
Top young financial advisers for your rolodex

The best and brightest who are set to transform the way you grow your wealth.

INVESTING EQUITIES MAR 22, 2016
The full list of 2016 Lipper Fund Awards winners

An interactive list of all the funds to be honored, across all years of return and categories

Google searches for 'fiduciary duty' spike as pending DOL rule gets closer
YOUR PRACTICE PRACTICE MANAGEMENT MAR 08, 2016
Google searches for 'fiduciary duty' spike as pending DOL rule gets closer

Brokers and advisers are not the only ones looking for more information.