Lynnley is a business journalist who previously worked for Bloomberg, The New York Times, Newsweek and The Boston Globe. She spent seven years in the 1990s in Russia, where she covered energy and commodities for Reuters in Moscow. A graduate of Princeton University, she is fluent in Russian. In a recent cover story, she examined how some
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As sustainable investing principles weather a growing backlash, the biggest asset managers are pivoting in how they talk about environmental, social and governance funds.
June 20 -
Trillions in assets are set to change hands over the coming years. Is your firm ready to serve the next generation of clients?
June 19 -
From new rules for 529 plans to the best- and worst-performing funds of the past 10 years, here are the tax stories that have resonated the most with financial advisors.
June 13 -
Deferral of taxes is the name of the game when it comes to eeking out extra profits.
June 6 -
More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.
May 30 -
Tax-loss harvesting can eke out some extra percentage points of return — if you don't try to time the market and miss a rebound.
May 23 -
Signed into law last December and now partly in force, the sweeping retirement overhaul package presents new planning opportunities for millions of Americans and financial advisors.
May 15 -
Wealth advisors seeking the highest-earning clients should look to 30 key geographic areas, some of them not household names.
May 8 -
The IRS's $80 billion in new funding means more scrutiny of higher earners.
May 1 -
The deal reflects the giant Canadian asset manager's altered approach to expanding in the U.S.
April 27 -
New portfolios from BlackRock, Fidelity, T. Rowe Price and Clark Capital underscore the Chicago-based firm's ambitions with independent advisors.
April 25 -
Many advisors have clients who took out the forgivable loans. Some wealth management firms did the same. Three years after the government doled out more than $800 billion in mostly-free cash, here's what's happening.
April 24 -
The sale of $15 billion Grove Point Financial comes as smaller broker-dealers confront market headwinds.
April 18 -
The giant financial institution's performance during the first three months of 2023 is being closely watched by the wealth management industry.
April 17 -
While a securities-based loan is more commonly used to buy a fancy house or take a dream vacation, it's also an underused strategy for some affluent investors to pay large tax bills.
April 16 -
From accidentally paying state taxes on T-bill income to wonky filing deadlines, these tips will help make a federal tax return sparkle. Or at least clean.
April 12 -
Americans pay billions of dollars in taxes each year when draining their retirement plans as they change jobs. The "leakage" doesn't bode well for long-term savings, data shows.
April 11 -
A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.
April 7 -
Taxable bond exchange-traded funds have drawn floods of cash ever since two banks collapsed in March and deepened fears of an economic downturn.
April 4 -
Some 70 million Americans born after 1996 stand to inherit huge sums of money in the coming decades. But they think about investments, saving and spending in ways often unfamiliar.
April 3
