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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A new study finds that the industry's efforts to recruit more women is paying off — but it will take further investments to reap the potential business opportunities.
March 23 -
The National Legal and Policy Center has successfully urged companies like Goldman Sachs and American Express to remove DEI from their board selection process, but now it argues that SEC actions are restricting shareholder rights too much.
March 20 -
The latest study tracking financial advisor movement from research firm Cerulli Associates suggests that employee brokerages must change with the times.
March 19 -
Considered a report card on client satisfaction across both advised and DIY customers, the latest JD Power survey points to the growing power of technology to capture new business.
March 18 -
A new annual compensation report by consulting firm Succession Resource Group explains how pay plans can boost — or detract from — the value of an RIA.
March 17 -
Many business owners wind up regretting how they exit from their ownership. That's why experts say financial advisors should ramp up their planning for it.
March 16 -
With so many changes in how people communicate, the lead generation and conversion process seems daunting. But experts say RIAs have the opportunity to achieve big growth through sustained and focused investing.
March 12 -
The latest victory in court for Jayne W. Di Vincenzo over Devin J. Garofalo may have finally ended the saga.
March 11 -
There's "no free lunch investing in private assets," the research firm said in its latest study of semiliquid assets — released a week before Blue Owl permanently shut the gate of a closely watched private credit fund.
March 10 -
The latest study by The Kitces Report of advisors' well-being found five key drivers of their happiness with work — and many firms are falling short.
March 9 -
What began as Transition to RIA founder Brad Wales' informal collection of large firms' division names and account types could turn into a collaborative industry glossary.
March 5 -
The sales pitch that private equity funds outperform publicly available investments is drawing much more skepticism. Here are the murky signals in the sector.
March 4 -
The dispute highlights how control over assets in increasingly popular DAFs can become contested — and what that could mean for advisors and their clients.
March 3 -
The Pinpoint Policy Institute's public campaign against the Institute for the Fiduciary Standard reflects a mysterious phase of the ongoing debate on private investments in 401(k) plans.
March 2 -
No one is challenging clients as the best source of recommendations for financial advisors. But growth experts say many are missing out on the potential for highly profitable collaborations with outside professionals.
February 26 -
Graduate students at the University of Texas at Austin are using advanced analytics and AI to examine Wealthtender's client reviews — and create a new data metric for the industry.
February 25 -
With AI concerns crimping wealth management firms' stock values, an analysis by Fitch Ratings reveals the companies' underlying dynamics after a strong 2025.
February 24 -
Impact investing experts admit that the first year under President Trump has brought changes to the rhetoric around ESG. The realities look far more murky, though.
February 23 -
Wescott and Moneta Group present helpful examples of paths for financial advisors and other employees that experts say are essential for growth.
February 19 -
From the Bible to best-selling books, the NBA player turned business owner credited his success in part to his voracious reading habit.
February 18
