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Ellie Zhu

Digital Content Producer

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Ellie Zhuhttps://www.investmentnews.com/apps/pbcsi.dll/persbilde?Avis=CI&ID=ezhu&maxw=220&cci_ts=20190617015723

Recent Articles

Historical timeline of the SEC advice rule

Jun 3, 2019

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

RIA rundown 2019: Largest fee-only RIAs

Jun 1, 2019

Ranked by total assets under management

RIA rundown 2019: Top fee-only RIAs by state

Jun 1, 2019

States where fee-only RIAs are headquartered, ranked by total assets

RIA Rundown 2019: Biggest gainers

Jun 1, 2019

$1 billion+ fee-only RIAs ranked by year-over-year growth in total assets

Advisers on the Move: Latest trends in recruiting

May 20, 2019

Top moves, net gains and losses, plus daily move activity updated weekly (Updated on June 14, 2019)

What keeps these executives up at night?

May 18, 2019

Real talk about real industry concerns

2019 top independent broker-dealers ranked by revenue

Apr 24, 2019

Data include a breakdown of fee, commission revenue

Dynamic philanthropic environment expected through 2020

Apr 15, 2019

Growth in personal income among the factors behind the boost

ClientsthumbsupIllo-Main

62% of firms plan to adopt new client-facing technology this year

Apr 12, 2019

New benchmarking data highlight independent advisory firms' intention to invest in their digital client experience

Marketing1-Main

Best Places to Work for Financial Advisers: The research and the data

Apr 1, 2019

Here's a look at five key areas where the best places and the firms that didn't make the list differed most

View all stories by Ellie »

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