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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

Topic

The Rising Cost of Risk

More and More Independents Rolling Up Under Corporate RIAs

Topic
  • Data
  • April 28, 2018

Alternatives by the numbers

While individual investors' allocations to alternative investments average less than 10%, interest in alts is rising.

Topic

Top independent broker-dealers ranked by revenue

Data include a breakdown of fee, commission revenue.

Topic
  • April 19, 2018

IBD charts

Revenue of top 25 independent broker-dealers, 2004–17 Source: InvestmentNews Research Note: The combined revenue…

Topic
  • April 17, 2018

research charts

Type of adviser Client’s likelihood of recommending adviser (average; scale of 1–10) Percent ranking 9 or higher Financial…

Topic
  • April 16, 2018

survey test

Topic

Best Places to Work for Financial Advisers

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

Topic
  • February 28, 2018

charts test

FINRA Sanctions Fines Reported Y/Y % change Disciplinary Actions Y/Y % change 2008 $28 million — 903 —…

Topic

Full list of 2018 Lipper Fund Awards winners

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

Topic

2017 largest variable annuity providers

Participating issuers, ranked by net assets and new sales.