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IN Research and Ellie Zhu

Displaying 11 results

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Best- and worst-performing international funds

EQUITY INTERNATIONAL MULTI-CAP CORE Top 10 1-year return 3-year return 5-year return Expense ratio* Portfolio net assets ($M)**…

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By the numbers: Investing and business outlook for 2018

Here's how advisers grade the economy, the industry and other areas in the year ahead.

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How does your advisory firm stack up?

Comparing a firm's pay to the competition can point out vast flaws.

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How does your advisory firm stack up?

Comparing a firm's pay to the competition can point out vast flaws.

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Best- and worst-performing emerging-market funds

U.S. open-end diversified emerging-market funds TOP 10 Name Current fund-level net assets YTD return 1-year return 3-year return…

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Best- and worst-performing international funds

See rankings of funds by returns in categories from multi-cap core to emerging markets and global equity income.

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Top independent broker-dealers by revenue and payout

A look at how the top firms fared in 2016.

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Where tech dollars at advisory firms are being spent

The amount, tools and software categories chosen by advisers were captured in the 2017 InvestmentNews Adviser Technology Study.

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Top regional fee-only RIAs

Northeastern success stories Rank Firm Phone Website Total assets ($M) Total accounts Employees 1 Silvercrest Asset Management Group…

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Independent broker-dealers boost tech spending

In a survey fielded late this summer, InvestmentNews found that the typical independent broker-dealer spent $13.6 million on…