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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3 surprising money traps that can drain a retiree’s savings

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Opinion: Smart withdrawals can reduce taxes, extend your nest egg in retirement

Waiting to take Social Security and tapping into the right assets can pay off

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Your financial adviser is retiring. Should you find another firm?

An opportunity to reassess your financial planning goals and needs.

More FA News

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The Biggest Mistakes Home Buyers and Sellers Make

It’s the largest investment many people will ever make—and the most emotional one. That can be a bad combination.

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Invesco in Talks to Merge With State Street’s Asset-Management Business

The discussions might not result in an agreement, people familiar with the matter said, but a potential deal would likely be one of the industry’s biggest in recent memory.

Invesco in merger talks with State Street’s asset-management business

It isn’t clear what the terms of a potential deal would look like, but it would be one of the industry’s biggest in recent memory, given State Street’s asset-management unit manages nearly $4 trillion in assets.

Should ESG Funds Be In Retirement Plans?

Few 401(k) plans have an ESG investing option. We asked advocates on each side to make their best case for why that should—or shouldn’t—change.

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Which Fund Company Is Winning the Race for Socially Responsible Investors?

BlackRock has the most ESG assets, thank to a blitz of new ETFs.

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JPMorgan Chases the Online Investing Boom With Senior Hires

The bank is adding two executives to reinvigorate its online investing platforms, which lagged behind rivals during the pandemic trading boom.

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Goldman Sachs CFO Stephen Scherr to Retire

Denis Coleman, a leveraged-finance banker who has spent 25 years at the Wall Street firm, will succeed Stephen Scherr, who will leave at the end of the year.

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Evergrande’s Cash Problem is Now Beijing’s Political Problem

Protesters crowded the headquarters of China’s most indebted property developer after some wealth-management products it backed failed to pay out on time.

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This woman plans to retire by age 42 and live virtually tax-free

Seattle attorney Sylvia Hall worked off six figures in student debt on her path to financial independence. Now, she plans to use real estate to pay almost no taxes in her early retirement.

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Why stocks are likely to rise if Biden’s approval rating keeps sliding

U.S. presidential approval is a contrarian stock-market indicator.

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Companies are now issuing more stock than they did at top of the internet bubble and here’s why that matters

Record stock issuance is not necessarily bearish if it is accompanied by high levels of buybacks or M&A activity.

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3 ways to take stress and anxiety out of buying a new home

By being aware of our biases, house shopping can be the positive experience it's meant to be.

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Simons, Mercer, Others at Renaissance to Pay Up to $7 Billion to Settle Tax Probe

In a tax settlement that may be the largest in history, current and former executives of hedge fund Renaissance Technologies LLC will personally pay as much as $7 billion to settle a long-running dispute with the Internal ...

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Wall Street's Wall of Worry

As U.S. stocks trade at record levels despite geopolitical concerns, inflation fears, and the Delta variant, Northwestern Mutual Wealth Management's chief market strategist Brent Schutte is urging investors to continue buy...

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What the growth vs. value stock debate reveals about the bull market’s future

Does the resurgence of value stocks over growth stocks mean the bull market’s days are numbered?