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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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  • March 16, 2017

Lipper Award test

All 3 year 5 year 10 year Trophy winners Fund family winners…

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President Trump’s order on DOL fiduciary rule creates quandary for firms

President Donald J. Trump left the financial advice industry in no-man’s land when he issued…

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Getting a handle on robo-advisers’ returns

Not all digital advice platforms are created equal. But which one ultimately serves your clients best will take a bit more time to tease out.

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Too soon to tell how best to invest under Donald Trump presidency

Markets have risen since the president was elected, but his personality makes it difficult to discern when he is serious and when he is beating his drum for effect.

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SEC confirmation hearings for new chairman should be fast-tracked

Financial industry leaders should urge President Trump and Republican congressional leaders to move quickly on the confirmation hearing…

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  • January 17, 2017

Today’s chart

RIA M&A activity reaches record high for the fourth straight year Transactions of more than 1B continue to…

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Congress shouldn’t overlook these adviser issues in rush for change

From filling the SEC to renewing bills addressing accredited investor status and elder financial abuse, legislators shouldn't forget past priorities.

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By the numbers: Financial advice industry’s outlook for 2017

The 2017 InvestmentNews Outlook Survey of 339 advisers reveals what's on advisers' minds as we enter the new year.

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The SEC should wake up and start appointing its judges

That move would take off the table a common challenge brought by defense attorneys: that hiring judges is unconstitutional.

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An evolving profession must continue to innovate

The personal tales highlighted in InvestmentNews should encourage others in the industry to try new ideas and not fear failure.