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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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  • September 20, 2016

Should I stay or should I grow? Top tech questions to ask when considering a move

At some point in their careers, financial advisers often feel their business has stalled. Now more central to…

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Top 20 life insurance firms ranked by direct premiums, market share

Life insurance companies ranked by direct premiums Company 2015 total direct premiums ($M) Market share 1 MetLife $12,530.1…

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Some penalties, while brutal, are fair

If the firms decided to take shortcuts — and in the recent F-Squared case it seems like they did — they should be held accountable.

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Social media in SEC’s crosshairs

Advisers should develop a social media strategy, bearing in mind the SEC's guidance.

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2016 section 529 college savings plans

Top-ranked college savings plans, based on assets and performance.

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Industry opposition to state retirement plans ignores reality

A huge potential awaits financial advisers with the advent of more workplace savings programs. Once people have a retirement plan, they're in the market.

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Creating an enduring financial advisory business: Lessons from Fisher Investments

Since its founding in 1979, Fisher Investments has grown to become the nation’s second largest registered investment advisory…

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How Uber and the sharing economy will change the advice industry

Millennials are coming of age during a disruptive economic landscape and will find it increasingly challenging to save for retirement.

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Why consistency adds value in retirement investing

As many advisors have come to know through experience, a consistent and long-term approach to investing may help…

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Finra wants to raise the annual gift limit

Brokerage representatives will be able to breathe a little easier when they're buying gift baskets for fellow professionals during the next holiday season.