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
-
President Biden releases his annual budget on May 27, a move likely to detail his plans to increase the capital gains tax rate and eliminate a lucrative benefit for inherited estates.
May 19 -
Pulling the costs directly out of clients’ IRAs can blunt the sting, but it shrinks the pot of tax-deferred retirement assets.
May 18 -
The products have seen a 9% rise compared to the prior quarter, and a whopping 89% rise on year-ago levels, according to LIMRA data.
May 13 -
Affluent clients can use wealth and retirement strategies to blunt the impact of the administration’s proposals, which include a higher capital gains rate.
May 11 -
DaRayl Davis used his clients' money to rent a fancy Hollywood mansion, purchase over $100,000 in airline tickets and pay off massive credit card bills.
May 5 -
Anyone can call themselves a wealth advisor these days. Here are credentials that count.
May 4 -
Heirs of IRAs and 401(k)s won't need to take annual distributions before cashing out within a decade of receiving the plans, the agency says.
May 4 -
The White House’s sweeping proposal to raise taxes on the wealthy will likely force advisors to get creative as they structure sales of their practices.
April 29 -
The firm slimmed down its headcount slightly, even as it saw an uptick in advisor-related revenues from fees and asset management.
April 29 -
The Swiss bank added a sprinkle of new US advisors for the first time in years, amid record quarterly profits and plans for global job cuts.
April 27 -
Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.
April 27 -
Advisors who leave wirehouses face key tax considerations to become successful RIAs.
April 23 -
Many RIAs can qualify for this lucrative benefit. Here’s what you need to know this tax filing season.
April 20 -
Wealthy retail matriarch Beverley Schottenstein will accept less than the $10 million that FINRA ordered her two grandsons, former JPM brokers, to pay her for mismanaging her money.
April 16 -
Former employee alleges financial-wellness guru’s firm selectively enforced “Christian” rules forbidding extramarital sex for staffers.
April 14 -
Permanent life insurance has a bad reputation. Here’s what financial advisors think about its potential for retirement planning if taxes rise under Biden.
April 9 -
Concerned that tax rates and IRS bills may rise under Biden, wary advisors note that Roth plans are not just for younger investors.
April 6 -
Over half of individuals making at least $100,000 a year will save a chunk of their tax refund this year.
April 1 -
Advisors are urging clients to make tax-planning moves this year to preserve the preferential capital gains rate and turbocharge business deductions.
March 30 -
Yet another IRS change to tax rules amid the COVID pandemic is complicating tax-planning opportunities for financial advisors this filing season.
March 23
Load More