Jane Wollman Rusoff
ThinkAdvisor
New York, NY, United States
Contact jane
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
| Recent: |
|
| Past: |
|
Past articles by jane:
Estate Planning Wisdom, Passed Down for 300 Years
Advisor Glenn Preston Evans says that if his free Black ancestors could secure a family legacy, anyone can. → Read More
These ‘Magic Words’ Make You More Influential
Small shifts in wording can change the way advisors communicate, Wharton professor Jonah Berger tells ThinkAdvisor. → Read More
Biden’s Billionaire Tax Plan Is Doomed, Estate Lawyer Says
The plan essentially puts a double tax on appreciated assets at death, Scott Squillace tells ThinkAdvisor. → Read More
Making Hard Financial Decisions When Teens Have a Mental Health Crisis
A serious mental illness diagnosis in the family can require enormous financial planning changes, Paul Peeler tells ThinkAdvisor. → Read More
Why Leaders Need to Work on Cultural Competencies: LUMINARIES Podcast
Attracting diversity to an advisor team is easy; keeping it is harder, argues Caron Group's Ana Trujillo Limon. → Read More
Ron Surz's Big Bond Market Short
“There are ways to make money on bad things,” the Target Date Solutions president tells ThinkAdvisor. → Read More
What Big Firms Still Aren't Getting About Diversity: Lazetta Rainey Braxton
Diversity, equity and inclusion are not enough, the co-CEO of 2050 Wealth Partners tells ThinkAdvisor. → Read More
How an Advisor Invests NFL Players' Wealth
“Don’t invade the principal!” Lee Rawiszer urges his clients from the Chicago Bears, Minnesota Vikings and New York Giants. → Read More
How a 36-Year-Old CEO Finds Time for 3 Firms, a Podcast, Fiction Writing ...
LUMINARIES winner Matt Reiner describes himself as a recovering perfectionist who puts thinking time on his calendar. → Read More
Where Investing and Progressive Politics Mix
Modernist Financial CEO Georgia Hussey helps investors structure their wealth according to their progressive values. → Read More
How RIAs Can Wow Young Talent: LUMINARIES Podcast
Schwab Advisor Services' Lisa Salvi says young adults want to see a clear path to a rewarding career and business ownership. → Read More
How to Connect With People, Not Just Their Money
Your clients could need financial guidance through dozens of life events, Advisor Insights president Mitch Anthony tells ThinkAdvisor. → Read More
Want to Double Your Value? Stop ‘Playing Office’
Stop procrastinating and watch your firm grow, popular RIA podcasters Matthew Jarvis and Micah Shilanski tell ThinkAdvisor. → Read More
Harry Dent: ‘Crash of a Lifetime’ Coming After ‘One More New Low’
We're in an “everything bubble” with zero chance of a soft landing, the “Contrarian's Contrarian” tells ThinkAdvisor. → Read More
What Would Jack Bogle Think of Single-Stock ETFs?
Morningstar's Ben Johnson talks to ThinkAdvisor about what “life after mutual funds” means for investors. → Read More
FTX Fallout Will Benefit Crypto in the Long Run: Bitwise CIO
Advisors have an important role in crypto investing, Matt Hougan tells ThinkAdvisor. → Read More
Why Human, Tech Skills Are Both Critical: David Knoch
The quality of advice goes up when multiple cultural and gender perspectives are brought in, says the Docupace CEO. → Read More
How to Handle Difficult Situations and Angry Clients
“Cooperating with the inevitable” is actually an important action step, Joe Hart of Dale Carnegie Training tells ThinkAdvisor. → Read More
Larry Swedroe: Time to Diversify From Stocks and Bonds
The Buckingham research director talks to ThinkAdvisor about his market and economic predictions for 2023. → Read More
Burton Malkiel: The Unsexy Secret to Building Wealth
Robo-advisors have some advantages on their human counterparts, the famed economist and Wealthfront CIO tells ThinkAdvisor. → Read More