Welcome to our FA Center

A one-stop shop for financial advisers, eLesor's FA Center provides you with the latest news in the industry, as well as ideas on investing, wealth management and retirement planning.

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Anybody can say, ‘I’m a financial planner.’ Here’s how to dig deeper to tell what that really means.

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3 questions to ask your financial adviser if you are serious about sustainable investing

"If they're just picking a fund by its name, anybody can do that.”

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When is it worth hiring someone to manage your money?

Here’s what to consider before you hire a financial adviser or other professional.

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Market’s ‘golden cross’ is not the heavenly sign for stocks the bulls would have you believe

Stocks don't perform better when the market's short-term moving average goes above its longer-term average.

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UBS shares on track for three-year high on wealth management inflows

UBS Group on Tuesday was on track to finish at its highest level in more than three years as the Swiss banking giant recorded a stronger-than-forecast third-quarter profit.

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UBS Earnings Driven Higher by Fees From Wealthy Clients

UBS Group said fees from wealthy clients soared in the third quarter and its investment bank also reaped more revenue.

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Harvard’s endowment return is worse than the S&P 500 and that should be a lesson for your own portfolio

Choose a comfortable risk level and stick with it.

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Individual investors may be running out of ‘firepower’ after diverging from ‘smart money’ stock-market investors, says Morgan Stanley

Individual investors remained strong buyers of stocks in recent weeks, diverging from the path taken by many institutions, as they helped push the stock market to a new high, according to a Morgan Stanley report.

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Perspectives on Prices from Beverly Hills to Europe

Despite inflation concerns and high valuations, Pimco's Erin Browne discusses her firm's bullish outlook for U.S. stocks while also offering a warning for European investors. Plus, Barron's Carleton English breaks down the...

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Here’s why people might hate billionaires, but still love Jeff Bezos or Elon Musk

New research shows that people are much more tolerant of individual rich people than they are of the wealthy as a whole

Tips for Taxpayers on Mutual-Fund Distributions and Charitable Giving

With stock prices up this year, it’s important for taxpayers to think about year-end fund distributions.

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He Wants to Retire in 15 Years, When He Turns 65. A Financial Adviser Weighs In.

He has many relatives in their 90s, so he wants to make sure he doesn’t outlive his savings.

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Here’s when your financial planner’s advice needs a second opinion

A major life change is a good moment for an independent review.

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How the Pandemic Has Changed the Way High-End Art Is Sold

Private sales at Sotheby’s and Christie’s took off, as live-auction revenues fell. Here’s how private sales work, and why they’re so popular.

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Goldman Sachs Profit Rises on Deal Bonanza

The Wall Street bank said third-quarter profit jumped 60% to $5.38 billion as its investment bankers had their second-best quarter on record.

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Assessing Earnings, Inflation & Growth

Barron's Carleton English analyzes big bank earnings and Guy Lebas, Janney Montgomery Scott's chief fixed income strategist, discusses treasury yields, inflation and interest rates. Plus, Omar Aguilar, Schwab Asset Managem...

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Citigroup Profit Jumps 48% After Releasing Rainy-Day Funds

The bank, which reported a third-quarter profit of $4.64 billion, freed up $1.16 billion it had set aside for bad loans early in the pandemic. The quarterly result beat analyst expectations.

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Bank of America Profit Rises on Higher Interest Income

The second-largest U.S. bank earned $7.69 billion in the third quarter, as it benefited from a rebound in net interest income. The quarterly result topped analysts’ expectations.