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
-
Fighting among Democratic lawmakers over proposed hikes in individual and capital gains taxes is intensifying, creating more questions and opportunities for advisors.
September 7 -
Brokerages that want to hire someone with a checkered past have to undergo a “consultation” with the watchdog and may have to try to renew their memberships.
September 2 -
Will the giant tax incentive thrive as a tool to defer, minimize and eliminate capital gains tax?
August 31 -
A Treasury Department spokesperson gave an answer that provides clarity for advisors with affluent clients.
August 25 -
The $1 million threshold at which the 23.8% capital gains rate would nearly double has sparked questions — and a strategy for some well-paid professionals.
August 24 -
The California-based firm’s latest $1 billion RIA grab is just the start, its leaders say.
August 17 -
Advisors share a tax trick that allows professionals to build seven-figure retirement plans.
August 17 -
Wall Street’s self-regulator says recent data show that only mid-sized and smaller firms would have fit its new “red flag” criteria.
August 12 -
Most advisors don’t know about the tax benefit for qualified small business stock, which can put millions of dollars tax-free into an entrepreneur-client’s bank account.
August 9 -
Using RMDs to pay the taxes due on a rollover can ease the psychological pain of forking over money to the IRS.
August 3 -
His embrace of volatile cryptocurrencies for mainstream investors is a major shift from the cautious world of fiduciary advice that’s synonymous with his namesake firm.
July 30 -
The number of registered investment advisors in the Sunshine State is up 27% over the last 5 years.
July 27 -
Consumer prices last month jumped the most in 13 years, alarming financial advisors and their clients, but everyone should calm down, Michelle Meyer says.
July 21 -
While US investors lag Asia and Europe, their perception of cryptocurrencies as an investment class, not a currency, is rising.
July 21 -
Securities-based lending is up sharply as wealthy investors leverage gains in their stock portfolios into low-interest loans for pricey purchases.
July 20 -
While the bank’s second-quarter earnings disappointed, wealth management services, driven by Merrill Lynch, were a bright spot.
July 15 -
Private equity firms are jostling to invest in financial advice firms that they think may become cash cows.
July 14 -
Trusts aren’t just for the .01%, as some advisors sell mass affluent and high-net-worth clients on their tax benefits.
July 13 -
Sales of RILAs and fixed-rate deferred annuities are booming for retirement portfolios, but advisors struggle to understand and explain them to wary clients.
July 6 -
It’s counterintuitive, but the cash benefit of delaying payouts can outweigh rate increases, thanks to compounding over time.
June 29
