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t is time to embrace a uniform fiduciary standard, Dick Averitt, the chairman of Raymond James Financial Services told a packed general session at its national conference for professional development.

Finding the right financial planner can be a confusing process. To simplify the search, the SEC has released a new bulletin that contains tips for finding one.

Investors who worked with a financial adviser from 2006 to 2009 outperformed those that didn’t by 4%, and that gap becomes more pronounced in times of economic uncertainty.

Regulators tell investors to work with a professional who is licensed, as it affords investors ‘certain legal protections’.

The Institute for the Fiduciary Standard has published a white paper that discusses the Six Core Fiduciary Duties identified by the Institute as embodying the major elements of fiduciary responsibility under the Advisers Act of 1940.

According to a recent study published in Science magazine, if you’re poor and mismanage your money, you may be very capable of making good financial decisions.

One of the biggest challenges investors will face is the question of timing: “If I have a significant amount of cash, when is the best time to invest it?” .

Julia Valentine, author of “Joy Compass: How to Make Your Retirement the Treasure of Your Life”.

Investors are skittish about real estate investments due to the beating that the sector has taken over the past few years, but alternative-investment managers say that real estate has some features that make it worth another look.

Nobel laureate says modern portfolio theory remained valid during 2008 financial crash.