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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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Red Zone Calculator

Measure your firm's and your clients' profitability

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Top clearing and custody firms for financial advisers

InvestmentNews gathers client and asset data to assemble company rankings

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What’s a disruptive force that no one is talking about?

Executives from top advice firms, national brokerages and tech firms describe challenges the advice industry needs to be prepared to address.

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Top 50 equity mutual funds, second quarter 2019

A closer look at the numbers.

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Challenge or opportunity?

Broker-dealer leaders discuss the future of plan advice and the participant experience.

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Top 50 fixed-income ETFs, second quarter 2019

A closer look at the numbers.

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Top 50 equity ETFs, second quarter 2019

A closer look at the numbers.

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Top 50 fixed-income mutual funds, second quarter 2019

A closer look at the numbers.

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RIA rundown 2019: Top fee-only RIAs by state

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

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RIA Rundown 2019: Biggest gainers

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