Ellie Zhu
InvestmentNews
New York, NY, United States
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Past articles by Ellie:
RIA Rundown 2019: Biggest gainers
$1 billion+ fee-only RIAs ranked by year-over-year growth in total assets → Read More
RIA rundown 2019: Top fee-only RIAs by state
States where fee-only RIAs are headquartered, ranked by total assets → Read More
Advisers on the Move: Latest trends in recruiting
Top moves, net gains and losses, plus daily move activity updated weekly → Read More
What keeps these executives up at night?
Real talk about real industry concerns. → Read More
2019 top independent broker-dealers ranked by revenue
Revenue figures are for firms' year-end. “Other revenue” could include interest income and financial planning, consulting, investment banking and other fees. Itemized revenue may not add up to totals due to rounding. Source: InvestmentNews Research → Read More
Best- and worst-performing fixed-income funds
GENERAL AND INSURED MUNICIPAL DEBT As of Sept. 30. Excludes leveraged and inverse funds. Funds closed to new investors have been omitted for the top-10 grouping. Rankings are based on unrounded figures. Three- and five-year returns are annualized. In case of multiple share classes, the oldest share class is listed. N/A = not available (fund has been in operation for less than the period… → Read More
Best- and worst-performing international funds
INTERNATIONAL MULTI-CAP CORE GLOBAL EQUITY INCOME INTERNATIONAL INCOME EMERGING-MARKETS HARD CURRENCY DEBT EMERGING-MARKETS LOCAL CURRENCY DEBT Top 101-year return3-year return5-year returnExpense ratio*Portfolio net assets ($M)**Vanguard Emerging Markets Bond Fund;Investor (VEMBX)2.39%N/AN/A0.60%$25.00 American Century Alter Emerg Opps Tot Rtn Fd;Inv (AEOVX)-2.43%N/AN/A0.99%$11.80 Eaton Vance… → Read More
How advice is changing
ETF and ESG are some of the most popular letters around. Let's take a closer look at the data. → Read More
Retirement pyramid
InvestmentNews and Financial Planning square off: which version of the retirement pyramid do you like best? Cast your vote now. → Read More
Biggest RIA gainers
$1B+ fee-only RIAs ranked by year-over-year growth in total assets. → Read More
Top fee-only RIAs by state
States where fee-only RIAs are headquartered, ranked by total assets. → Read More
Top fee-only RIAs by state
States where fee-only RIAs are headquartered, ranked by total assets. → Read More
Largest fee-only RIAs
Ranked by total assets under management. → Read More
Best Places to Work for Financial Advisers
InvestmentNews presents the 50 Best Places to Work for Financial Advisers in 2018. Check back May 21 for the numerical rankings → Read More
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. → Read More
Which investors are most attracted to ESG investments and why?
Growth in the environmental, social and governance niche is tremendous. New research illuminates the causes and why advisers should care. → Read More
Graphic: Where IBDs are targeting their technology investments
InvestmentNews research delves into software, tools, robo-advice and big data to discover priorities of independent broker-dealers this year and in 2018. → Read More
America's digital financial habits disappoint
Financial firms target technology to help clients save and invest more intelligently → Read More
InvestmentNews honors firm best practices
Advisory businesses recognized for top growth and profitability, as well as superior technology use. → Read More
How does your advisory firm stack up?
Comparing a firm's pay to the competition can point out vast flaws. → Read More