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Financial Adviser Center

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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‘Read the fine print’ and other money lessons from millennials approaching 40

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Opinion: Are you in retirement hell?

How to find meaning and challenge in your retirement

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Opinion: These are the 3 elements of a happy retirement

It's time to pursue your own unique interests

More FA News

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Credit Suisse Expected to Publish Details of Archegos Failures

The report could come as soon as Thursday and is likely to focus on the bank’s risk management unit, human errors in judgment and unheeded risk in concentrated positions.

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Fed is walking ‘bit of a tightrope’ between downside risks and inflation

Any acknowledgement by Federal Reserve Chairman Jerome Powell on Wednesday of more persistent price pressures is a risk for markets, says RBC Wealth Management's Garretson.

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iCapital Gets $4 Billion Valuation in New Funding Round

The upstart platform operator, which helps channel investor funds into private-equity investments, has raised $440 million.

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Tiger 21's Wealth Perspective

Michael Sonnenfeldt, founder of Tiger 21, discusses where the world's wealthiest individuals are finding value in today's markets.

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How to minimize taxes on your investments | How to Invest: Ep. 9

Understanding how Uncle Sam taxes your investment gains is the first step to making sure those taxes stay as low as possible. Here's what you need to know.

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UBS Profit Jumps on Wealth Management Boom

UBS posted better-than-expected second-quarter earnings from strong client activity in the world’s buoyant markets.

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How to get good help with claiming Social Security—when and how you claim can be the difference between a decent retirement and a terrible one

Social Security expert Laurence Kotlikoff believes at least half, if not 70%, of people claiming Social Security benefits 'are making major mistakes.'

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If you think stocks and housing are in a bubble, check out bonds

From a long-term perspective, bonds now are even more vulnerable than stocks to a big decline.

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You check your stock portfolio dozens of times a day. Is that a problem?

Some investors obsess over the market and concerned financial advisers bring perspective.

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How Robinhood Transformed Retail Trading Ahead of Its IPO

The brokerage app Robinhood has transformed retail trading. WSJ explains its rise amid a series of legal investigations and regulatory challenges as it looks forward to its IPO. Photo illustration: Jacob Reynolds/WSJ

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How to invest without paying taxes | How to Invest: Ep 8

Generally, the government taxes your investments, but in certain types of accounts taxes can be bypassed - or significantly reduced. Here's what to know about tax-advantaged accounts and how they can work for you.

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TIAA Is Paying $97 Million to Settle Claims It Misled Customers

In resolving SEC and New York state investigations, the firm also agreed to make significant internal reforms.

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Future Returns: Looking at a Strong Second Half

BMO remains bullish on stocks, with a tilt toward small caps

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20 stocks that could rise as much as 39% as this key metric keeps improving

As earnings season begins, analysts at Goldman Sachs say the stock market is placing more value on improving net margins.

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Launching Into 2021's Second Half

Barron's reporters Carleton English, Al Root and Lisa Beilfuss break down bank earnings, inflation concerns and hawkish rhetoric from the Fed, respectively. Plus, the latest on the billionaire space race and a top tech CEO...