Subscribe

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.

Displaying 212 results

Topic

‘Tis the season to get holly, jolly and helpful

For some of us, it’s the most wonderful time of the year. As we prepare to gather with…

Topic

Time for 401(k) plans to step into the modern age

The world of work has changed dramatically in the past 20 years, but some of our laws and…

Topic

The secret to building strong client-adviser relationships

The following is an excerpt from “Working with the Emotional Investor: Financial Psychology for…

Topic

Don’t hold your breath on DOL fiduciary rule repeal

Congressional Republicans have been urging President-elect Donald Trump to scrap the Department of Labor’s…

Topic

Get serious when choosing SEC chief

We’ve only just begun. Those words remind some of us of the 1970s hit by The Carpenters, and…

Topic
  • November 16, 2016

Press release: <i>InvestmentNews</i>, Nationwide partner on new research on impact of fiduciary rule

InvestmentNews Research, in partnership with Nationwide, has launched a new research series that focuses on how financial advisors…

Topic

Donald Trump faces a steep learning curve

With Donald Trump’s shocking victory over Hillary Clinton last week, America woke up to a new reality. Financial…

Topic

Mary Jo White: 3 areas of oversight for the Treasury market

This is an edited speech given Oct. 24 by Mary Jo White, chairwoman of the Securities and Exchange…

Topic
  • November 13, 2016

3 drivers of transformation point to ways financial advisers can master digital age

The following is an edited excerpt from “FinTech Innovation: From Robo-Advisors to Goal Based…

Topic

Finra’s sweep of broker-dealer cross-selling may head off problems

It shows Finra is carrying out its responsibility of regulating the industry and serving as the watchdog protecting the public.