Jane Wollman Rusoff

About the Author

Jane Wollman Rusoff

Jane Wollman Rusoff is a New York-based freelance writer and contributing editor of Research. She is the founder of Family Star Productions.

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  Investing for a Lifetime With Life-Cycle Investing

  By Jane Wollman Rusoff  |  April 29, 2013

  A decade ago, Paula H. Hogan had one of those incredible a-ha moments. It was profound, with deep implications for the advisor’s business—perhaps even for the entire financial services industry.

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  Fighting for His Clients

  By Jane Wollman Rusoff  |  April 29, 2013

  Christopher L. Walker started out as a transactional wirehouse broker making a whopping 400 daily dials. Yet inside this conscientious cold-caller was a consultative, relationship-oriented advisor yearning to break free.

• On the Road to Independence

  By Jane Wollman Rusoff  |  April 1, 2013

  The dream of energy independence for the United States of America is fast becoming a reality.

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  Clearing Firms Gain a Human Touch

  By Jane Wollman Rusoff  |  April 1, 2013

  Traditionally, clearing firms have helped independent broker-dealers by ruling the back office. Now these durable companies are stepping out front by tuning BDs in to vital growth opportunities—as well as to potential perils.

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  Wanted: Smart Strategies for Wealthy’s Steeper Tax Landscape

  By Jane Wollman Rusoff  |  February 22, 2013

  Not since Jimmy Carter’s presidency have the very well-off been subject to such high tax liability. The increases are permanent.

• Leading With Flair

  By Jane Wollman Rusoff  |  February 22, 2013

  Don’t even think of typecasting or pigeonholing Angela Graham-West. The university professor-turned-financial advisor fits no mold whatsoever.

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  A Broker Who Broke Bad

  By Jane Wollman Rusoff  |  January 23, 2013

  Serving nearly 400 days in federal prison wasn’t what Justin M. Paperny had in mind when he became a stockbroker fresh out of the University of Southern California, psychology degree in hand.

• Sidebar: Public Impact

  By Jane Wollman Rusoff  |  December 20, 2012

  Many 401(k) participants have been unaware that service provider fees come out of their retirement plans.

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  401(k) Fee Transparency: Best & Worst Providers

  By Jane Wollman Rusoff  |  December 20, 2012

  Dalbar and Research magazine conducted an in-depth study of the new ERISA 408(b)(2) disclosure rule, providing rankings in key categories of big providers.

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  Sensible Maverick

  By Jane Wollman Rusoff  |  December 20, 2012

  Turning life’s lemons into lemonade is a neat feat.