Jane Wollman Rusoff

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  New Wave of Active ETFs; Richard Thaler Rethinks Retirement: October Research—Slideshow

  By Kenneth Silber, Research  |  September 29, 2011

  Research’s October cover story reports that the fast-changing field of ETFs is heading for a new watershed: the rise of actively managed funds. Also in the issue, Gerald Burstyn examines the work of economist Richard Thaler, who is using the insights of behavorial psychology to aid retirement income decision-making.

• Laetsch on Leadership

  By Gil Weinreich, AdvisorOne  |  July 1, 2011

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  Portrait of a Branch Manager; Ins and Outs of Annuity Suitability: July Research—Slideshow

  By Gil Weinreich, AdvisorOne  |  June 30, 2011

  The July issue of Research brings a fresh look at leadership issues.

• Taking Barclay’s HNW Financial Personality Test

  By Jane Wollman Rusoff  |  November 2, 2010

  What it's like to complete the Barclay's Wealth assessment and emerge as a nervous Nellie client

• In Your Clients' Eyes

  By Robert Tyndall  |  August 1, 2010

  In these challenging times, wirehouse firms aren't eager to retain smaller producers, many of whom are heading to more hospitable indie firms or just looking...

• LETTERS TO THE EDITOR: Googling Advisors, Obama's Learning Curve

  By Staff Writer  |  July 1, 2009

  What Prospects Don't Find When .... I enjoyed reading the May edition of Research Magazine. I particularly enjoyed Jane Wollman Rusoff's piece ("What Do...

• Getting Personal

  By Ed McCarthy, CFP  |  May 1, 2007

  Several years ago, a successful entrepreneur approached me about ghostwriting his autobiography. His goal was to share his business acumen and personal values with employees...