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 private equity muscles into wealth management's fastest growing niche, it's injecting Wall Street business practices into financial planning.
January 11 -
The National Taxpayer Advocate's annual report to Congress sounded alarm bells as millions gear up to file their federal returns.
January 11 -
The paper from University of Oregon researchers posits a tension between profit motives and ethical business practices.
January 6 -
DeVoe’s lookback at 2021 reveals trends and surprises.
January 5 -
Inflation and higher wages can push earners up a tax bracket, while unchanged deductions can spark bigger tax bills.
January 4 -
The pandemic and strong but volatile stock market triggered many investing biases.
December 31 -
Despite uncertainty over potential tax increases, there are still some valuable tax-planning moves for the final days of this year.
December 28 -
The ability to deduct the full value of the stock and avoid capital gains taxes is lesser-known by rich investors and many advisors.
December 21 -
Gwen Campbell is pursuing mandatory arbitration with the Wall Street institution over allegations that its private bankers aggressively courted her star clients.
December 16 -
With Senate tax writers in agreement with the House to ban the favored tax-free strategy, wealth advisors have a narrow window to make moves.
December 15 -
Spousal lifetime access trusts are surging in popularity, but they aren’t as simple as some advisors or clients may think.
December 14 -
The second year of the pandemic unleashed unprecedented exogenous challenges for financial companies heading into 2022. What core trends will shape the industry moving forward?
December 14 -
Consolidation, an aging broker workforce, pivots by advisors away from Wall Street wirehouses and a move to fee-based services are driving the slow but steady trend.
December 12 -
The ruling may offer hope for Gwen Campbell, who alleges that JPM’s private bank is “poaching” and “siphoning” her celebrity clients’ assets away from her management and paycheck.
December 9 -
Democrats’ tax bill would slash in half the tax benefits of founder stock, but a potential workaround exists.
December 7 -
The bank’s star recruit, a veteran advisor to famous authors, financiers and professional athletes is not happy about what she alleges is 'poaching.'
December 5 -
Many proposals for tax hikes on the wealthy haven't materialized, leaving investors with trusts, gifts or sales that might now seem hasty — or not.
December 2 -
After months of talk of steep tax increases on the wealthy, a kinder reality has emerged for well-off clients.
November 30 -
It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.
November 23 -
New flavors of the retirement investments aim to override a lingering bad image by scrapping conflict-laden commissions and being easier to understand. Will independent financial advisors finally be persuaded?
November 19
