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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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The full list of 2016 Lipper Fund Awards winners

An interactive list of all the funds to be honored, across all years of return and categories

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Google searches for ‘fiduciary duty’ spike as pending DOL rule gets closer

Brokers and advisers are not the only ones looking for more information.

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Poll: Why advisers vote for Donald Trump

In an InvestmentNews infographic, see why advisers pick Trump over Clinton, or Sanders over Rubio or Cruz.

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Planning implications of Obama’s budget in one simple chart

Michael Kitces explains how the president's fiscal 2017 budget affects retirement, estate and other tax law.

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  • February 3, 2016

candidates bubbles

Click on bubble to see details Click on bubble to see details…

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Advisers cast their vote on who should be the next president

2,041 advisers surveyed by InvestmentNews weigh in on the presidential election

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The biggest adviser moves for the fourth quarter 2015

Tracking the more than $26 billion in AUM that changed firms late in 2015.

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  • January 22, 2016

Top advisers move 2015 4Q

2013 was a very busy year for adviser movement, according to the InvestmentNews Advisers on the Move Database,…

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Biggest billion-dollar adviser moves since 2011

Over the past five years, big advisers moves picked up steam toward the end of 2015.

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SEC questions require answers

The SEC must be more transparent about its new questionnaire. What is the ultimate purpose? What justification is there?