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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  Predictions by Fisher, Gundlach, Rodriguez: Research’s All-Star Roundtable

  By Jane Wollman Rusoff  |  November 21, 2012

  A Research Roundtable of five distinguished names, including Kenneth Fisher, Jeffrey Gundlach and Robert Rodriguez, serve up their best analytic thinking and forecast how critical situations could shape up next year.

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  Mergers: A Tech Nightmare for Advisors

  By Jane Wollman Rusoff  |  October 24, 2012

  No one presumes that technology integration between big financial services firms will be headache-free, but such unions can unleash tech fiascoes. At stake: advisor productivity and morale.

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  A CFP’s Mission: Educate and Empower Clients

  By Jane Wollman Rusoff  |  October 24, 2012

  Growing up with five rambunctious older brothers and five frisky sisters is good enough reason why Cheryl Young excels at martial arts.

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  How John Bogle Really Sees ETFs

  By Jane Wollman Rusoff  |  September 25, 2012

  The investment visionary, long a skeptic of exchange-traded funds, gives his candid assessment of the fast-growing field.

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  Clearing's New Space

  By Jane Wollman Rusoff  |  August 23, 2012

  In these challenging times—lethargic economy, record-low interest rates, high market volatility, softer trading volumes and a regulatory overhaul—the top firm in the clearing space has decided to totally transform its business model.

• The Crown of a Good Name

  By Jane Wollman Rusoff  |  August 23, 2012

  On the big screen, fictional insider-trading sleazeball Gordon Gekko exhorted: “Greed … is good.”

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  UBS Offers Big Help for Small Business

  By Jane Wollman Rusoff  |  July 26, 2012

  The program gives company owners one-on-one strategic financial and business advice and access to UBS senior executives, plus a smorgasbord of other UBS resources. Objective: new job creation.

• A Seasoned Guide for Uncertain Times

  By Jane Wollman Rusoff  |  June 27, 2012

  Allen D. Rutledge is a financial advisor for our uncertain times: the struggling economy, the high market volatility, the European debt crisis—everything holding back the post-global financial meltdown’s comeback.

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  Branch Manager’s Cowboy Call: ‘Can You Ride for the Brand?’

  By Jane Wollman Rusoff  |  June 27, 2012

  Hard-driving, competitive, goal-focused, Keith A. Vanderveen, president of the home region of Wells Fargo Advisors’ Private Client Group, does not mince words.

• MLPs Come into Sharp Focus

  By Jane Wollman Rusoff  |  June 27, 2012

  The young, tax-advantaged asset class of master limited partnerships, with its unique structure and method of return, has been picking up steam for the past several years.