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
-
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
