Jane Wollman Rusoff is a journalist who writes for ThinkAdvisor, covering a wide range of topics related to financial advisors, wealth management, and estate planning. With a focus on providing valuable insights and advice to professionals in the industry, Jane's articles explore the latest trends, challenges, and opportunities in the financial advisory space.
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Jane Wollman Rusoff's articles revolve around personal finance, investment analysis, and business-related topics. She frequently includes expert commentary and covers areas such as tax planning, wealth management, estate planning, retirement savings, and financial advisors.
If you are a financial expert specializing in tax or estate planning, wealth management strategies or retirement savings vehicles like IRAs or 401(k)s Jane may be interested in your insights. Additionally, if you have expertise related to the evolving landscape of financial advising or innovative sales and marketing techniques within the industry that could benefit advisors' practices these would likely align with her coverage focus.
Given that there is no specific geographic focus indicated for Jane's reporting it suggests she takes a broad view of these topics without focusing on any particular region.
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To a lesser extent. These days, the majority of advisors probably aren't into making those types of promises.
Innovation is driving alts' broad adoption. Over the last handful of years, there's been what I call a product renaissance where asset
By: Jane Wollman
What do they want? They could stay back-office if they choose. Over the last 20 years, I've seen students that never really wanted to be client-facing but who liked supporting others.
Are there any new trends in annuities? In-plan annuities are a hot topic. The Secure 2.0 Act put these front and center for plan providers and sponsors.
By: Jane Wollman
Absolutely. Today, everybody has access to the news 24/7. The media knows that fear sells and is very good at feeding investors' fears, insecurities and anxieties.
By: Jane Wollman Rusoff
Financial professionals offer the most value when they understand what motivates clients, the Orion leader maintains.
“I’d rather buy things that haven’t had their day in the sun,” the market-beating manager says.
A recent development in the financial-advisors-on-the-move dynamic is a shift from employment at independent broker-dealers to RIAs, or to even launching their own advisories.
By: Jane Wollman
Certified financial planners guiding clients' financial lives, with no fees for assets under management or subscription — just a one-time fee for creating a financial plan and providing advice.
By: Jane Wollman Rusoff
"Everyone focuses on clients," Aspiriant CEO Rob Francais says. "But we also focus on the trusted advisor's experience."
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