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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A tax receivable agreement, popular in public offerings but controversial in some eyes, would regularly send extra money to insiders.
August 25 -
The firm isn't "shelving" its offering – it's waiting for Wall Street to emerge from the worst IPO landscape since 2009.
August 23 -
Most studies showing "tax alpha" through tax-loss harvesting assume investors are already rich, taxed in the highest brackets and flush with short-term capital gains.
August 23 -
Despite what the wealth management industry suggests, some investors benefit more from the popular strategy than others.
August 8 -
A Georgia appeals court threw out a bombshell ruling against Wells Fargo that said the Wall Street bank "committed fraud" with an arbitration panel.
August 2 -
An obscure retirement and estate planning technique holds added benefits amid tighter rules on inherited IRAs.
August 2 -
The latest data on contracting economic growth means a recession in popular terms, but not in official ones.
July 28 -
Stock market woes are depressing earnings for advisors who charge on client assets, but the pass-through benefit and a health insurance deduction can alleviate a lot of the pain.
July 26 -
A prized measure of performance — organic growth — is increasing for top-performing firms, Schwab’s latest benchmarking study shows
July 25 -
The strategy is widely promoted, but it can leave some investors worse off.
July 19 -
From pay and perks to avoiding burnout, this is what advisors want, according to an Arizent research report.
July 11 -
Even stodgy Wall Street brokerages are loosening up as they try to win the war for talent.
July 5 -
The requirement, buried in the $1 trillion infrastructure law passed last year, mirrors one for brokerages and has flown under the radar.
July 5 -
“Inflation psychology” is back, complicating financial planners’ discussions with unnerved retirement savers.
June 27 -
The legal agreements surface broad issues about saving and spending that are key to long-term financial health.
June 23 -
Once the province of wealthy investors thanks to high minimums, creating your own custom stock index can now cost less than a gallon of gas.
June 21 -
The SECURE Act is unclear about whether some inherited retirement accounts have to be emptied out in 10 years or five.
June 14 -
Sustainability benchmarks are taking over companies and funds that hold their stock. It's how an Hermès Birkin bag can get tagged as good for democracy.
June 8 -
When the tax agency said annual withdrawals would be required before an account is drained by year 10, it created a firestorm. Here's what's happening now.
June 7 -
“Investomania” aims to tamp down the game-like nature of Robinhood-style investing.
June 2
