Updated Tuesday, May 21, 2013 as of 8:37 PM ET

Applying lessons from Nobel Prize Winner Daniel Kahneman's book to financial advising.


The managing director and chief investment officer of Merrill Lynch Global Wealth Management discusses her 18 years in the securities business.

But can they keep their stellar performance going?

Introducing the leaders who helped their advisors and firms meet the challenges of 2011.


Encouraged by strengthening fundamentals, ETF investors are riding calculated risks to fatter returns.

Greater distribution of wealth in undeveloped nations offers more options to diversify portfolios.

More money is chasing fewer coupons. Bargains are going fast.

Former B of A executive joins four-person advisory board

The brokerage industry wants simpler language and other modifications.

Nobel prize laureate/author of Thinking, Fast and Slow discusses the book and how it can be applied to financial advisers.


Advisors must realistically assess their clients' readiness for life after work.

Here's how to turn inactive clients into productive ones.

State regulators may frown on discounting fees, if you are tying them to activity level.

Bank brokerage programs have changed and evolved into powerhouses in their own right.


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