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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

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RIA rundown 2019: Largest fee-only RIAs

Ranked by total assets under management

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Advisers on the Move: Latest trends in recruiting

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

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What keeps these executives up at night?

Real talk about real industry concerns.

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  • May 6, 2019

Historical time line of the SEC advice rule

Here are the major milestones on the journey toward the agency's final advice reform package

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2019 top independent broker-dealers ranked by revenue

Firm2018 revenue ($M)% change vs. 20172018 commission revenue ($M)% change vs. 20172018 fee revenue ($M)% change vs. 20172018…

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Dynamic philanthropic environment expected through 2020

Growth in personal income among the factors behind the boost.

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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.

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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

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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.

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  • March 15, 2019

Getting involved with the Impact Forum

Needs a deck