Toby is a veteran journalist with more than a dozen years of experience in the field who joined Financial Planning in 2017 after prior tenures with the New York Daily News, Commercial Observer and City Limits. He earned an undergraduate degree in the humanities from the University of Texas at Austin and a master's degree in journalism from the Craig Newmark Graduate School of Journalism at the City University of New York. He has won a dozen business journalism awards during his time with Financial Planning, including those received for the 2020 podcast series "
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None of the findings in a new working academic paper will likely surprise financial advisors. But they could provide some helpful data for conversations with investors.
February 4 -
The language that financial advisors use in their first interactions with prospective customers could make or break the relationship, according to an expert.
February 3 -
In a Q&A interview, Christine Brown explained her plans for the role leading a team of a half dozen specialists assisting Kestra financial advisors.
February 3 -
With more than $12 trillion in assets, the company led by CEO Salim Ramji is pressing its advantages of scale in a rapidly consolidating, commodified industry.
February 2 -
Ahead of the expected closing of Fifth Third Bank's deal to acquire Comerica Bank, Ameriprise CEO Jim Cracchiolo provided few new details.
January 29 -
The accounts give wealthy investors more opportunities to place alternative vehicles in a tax-advantaged retirement nest egg. But mistakes can be costly.
January 28 -
As valuations continue to rise across the industry, more firms are using compensation to invest in their top talent and future growth, Succession Resource Group says.
January 27 -
Money News Network CEO Nicole Lapin and her RIA collaborators are building direct services through her growing base of readers, viewers and listeners.
January 26 -
The results of Morningstar's latest study tracking fees and performance finds accelerating consolidation and commodification that makes advice more valuable.
January 22 -
An internal successor, a seller and an acquirer dish out the most common mistakes they say advisory firms must avoid to address the challenge.
January 21 -
Many owners of privately held businesses are planning to sell at least part of their interests in the firm in the next five to 10 years, a Raymond James study found.
January 20 -
Regulators officially approved 30 more funds last month, with more expected authorizations in 2026. Will financial advisors and their clients bite?
January 15 -
An organic growth technology firm launched out of Fidelity Investment's incubator spoke with 18 big RIAs about their marketing. The results speak for themselves.
January 14 -
The massive intake preceded the BNY-owned custodian's rollout of a new financial advisor matchmaking service aimed at conversions from institutional clients.
January 13 -
Kyle Busch's lawsuit against Pacific Life and his former insurance agent provides a window into potential issues around complexity, suitability and more in indexed universal life policies.
January 12 -
Vanguard's latest poll and analysis offers a multifaceted explanation into how financial advisors should talk about their value to clients and prospective customers.
January 8 -
Fewer U.S. adults have non-retirement investment accounts than three years earlier, and many retail investors struggle with understanding fees and fraud risk.
January 7 -
Logic (and compelling Cerulli Associates data) explain why advisor teams are gaining momentum. But teaming is not the only option for growth.
January 6 -
Getting away from the office to create or revise a firm's concrete goals and teammates' roles can help RIAs tap into organic growth, experts say.
January 5 -
Fixed-income represented a surprising bright spot in 2025, despite the warnings of "bond vigilantes" and inflation pressure. Here's the outlook for 2026.
December 30
