Culture Shock: How to Manage a Successful Merger
A successful merger is more than just favorable financials. It’s personal

Majority Report: A New Approach to Advising Women
Women are still less financially confident than men. three visionary financial advisors, though, are changing their approach to serving women's financial needs.

Where Direction$ Is Headed
Sidebar to the Cover Story "Majority Report"

Four Things Advisors Should Know About Women
Sidebar to the Cover Story "Majority Report"

Elizabeth Jetton
Sidebar to the Cover Story "Majority Report"

Peg Downey
Sidebar to the Cover Story "Majority Report"

Eleanor Blayney
Sidebar to the Cover Story "Majority Report"

Succession Planning: Pass It Forward
The angel is in the details when it comes to the tricky business and interpersonal issues of successon planning.

Olivia’s Advice on Succession Planning
Sidebar to the feature "Pass It Forward"

The Psychology of Advice: Longevity, Your Clients, and You
The physician and public servant who coined the term “ageism” has some advice for advisors.

The Wisdom of Dr. Butler
A sidebar to the feature "Longevity, Your Clients and You."

The New Language of Generational Awareness
A sidebar to the feature "Longevity, Your Clients and You."

A Longevity Activist’s Manifesto
A sidebar to the feature "Longevity, Your Clients and You."

Ageism: The Next Taboo
A sidebar to teh feature "Longevity, Your Clients, and You."

The Psychology of Advice: Positively Irrational
You can often make people’s irrationalities work for them.

Smart Choice
A sidebar to The Psychology of Advice, "Predictably Irrational"

Cover Story: The Upside of Irrationality
"We are all far less rational in our decision-making than standard economic theory assumes. Our irrational behaviors are neither random nor senseless: they are systematic and predictable."

Professor Ariely’s Insights, In Brief:
A sidebar to the cover story "The Upside of Irrationality"

The Risk of Parental Laissez-Faire
A sidebar to the cover story "The Upside of Irrationality"

Ariely on Retirement Planning
A sidebar to the cover story "The Upside of Irrationality"

Why Women Should Take the Wheel
A sidebar to the cover story "The Upside of Irrationality"

Stuck in the Status Quo?
A sidebar to the cover story "The Upside of Irrationality"

Letting Go
Parting with cherished dreams, beliefs, and attitudes is sometimes necessary—but often painful—that’s true not only for your clients, but you.

Two Exercises for Letting Go
A sidebar to the feature story "Letting Go"

The Psychology of Advice: Resolution Trust
What happens when “I will” becomes “I can’t”?