Jane Wollman Rusoff

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  Predicting an Independent Future; Shining at Client Negotiation: June Research—Slideshow

  By Editorial Staff  |  May 29, 2013

  The June issue of Research magazine covers territory ranging from the future of the independent advisory space to why annuities are so popular in Chile.

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  Paula Hogan Optimizes Life-Cycle; Michael Finke Retires 4% Rule: May Research—Slideshow

  By Editorial Staff  |  April 30, 2013

  The cover story for Research magazine's May issue, "Investing for a Lifetime, focuses on Milwaukee financial advisor Paula Hogan, whose innovative blending of life-cycle theory and life planning provides a promising path for the future of financial advice.

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  Merrill Reinvents Training; Clearing Firms Get Social: April Research—Slideshow

  By Editorial Staff  |  April 1, 2013

  The cover story of the April issue of Research takes an in-depth look at Merrill Lynch Wealth Management's revamped training program. A feature article examines the clearing industry's efforts to move beyond its traditional transaction focus.

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  Rekindling Equity Enthusiasm; Optimizing Annuity Options: March Research—Slideshow

  By Editorial Staff  |  February 22, 2013

  "Stocks: A Hard Sell," the cover story by Ellen Uzelac, details how client enthusiasm for equities has taken a hit in recent years. The Annuity Analytics column, by Prof. Moshe Milevsky, offers advice on how to make the most of guaranteed living benefits in annuity contracts.

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  Seeking Advisors’ Real Value; Generating High-Tech Leads: February Research—Slideshow

  By Editorial Staff  |  January 23, 2013

  The February issue of Research magazine takes an in-depth look at what value financial advisors actually provide to their clients. Ellen Uzelac's feature article "Here's Your Lead Generation Machine" probes how technology is providing new ways to find and engage prospective clients. "A Broker Who Broke Bad" offers the story,...

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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.

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  Ranking 401(k) Transparency; Avoiding Liquidity Temptations: January Research—Slideshow

  By Editorial Staff  |  December 20, 2012

  Research magazine teams up with consulting firm Dalbar to present retirement plan transparency rankings. New regulations mandate that 401(k) plan service providers convey detailed disclosures, especially about fees.

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  Making It to Hall of Fame; Assessing Year Ahead; Following the Dumb Money: December Research—Slideshow

  By Editorial Staff  |  November 21, 2012

  The December issue of Research features the magazine's 22nd annual Advisor Hall of Fame, a benchmark of industry excellence. The annual Research Roundtable also appears in the December issue, as our expert panel looks ahead to the financial and economic outlook for 2013.

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  New Retirement Pros; Clients’ Brains; Bill Good’s Cold Call Rewrite: November Research—Slideshow

  By Editorial Staff  |  October 25, 2012

  The November cover story of Research magazine, "The New Retirement Pro," focuses on how to thrive in the growing and highly competitive field of retirement income advice. And Bill Good’s column called "Cold Call Rewrite," he recasts cold call scripts advisors have used.

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  What Bogle Thinks of ETFs; Gross vs. ‘Cult’; Paycheck Stress: October Research—Slideshow

  By Editorial Staff  |  September 25, 2012

  The October issue of Research deals with formidable personalities and controversial issues. Cover story "How John Bogle Really Sees ETFs" covers the Vanguard founder's view of the exchange-traded fund field and its evolution. Feature article "Bill Gross vs. the Equity Cult" analyzes the bond maven's pessimism about equity returns. In feature...