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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Tax strategy, quality of life and location represent some of the main factors when considering a CCRC, according to more than a half dozen experts.
September 15 -
Commissioner Danny Werfel's announcement of a massive effort "to ensure the IRS holds our wealthiest filers accountable" caught experts' attention.
September 14 -
Lead generation and client matchmaking service SmartAsset excluded any firms that made M&A deals in the past three years to create its ranking.
September 13 -
A new report explains the opportunities within the four main challenges facing financial advisors and portfolio managers in the next five to 10 years.
September 12 -
Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.
September 12 -
Despite falling stock and bond values last year, firms operating in the channel collectively boosted their business. These are the biggest companies among them.
September 12 -
Independent branches are playing a pivotal role in the industry — regardless of anyone's opinion or awareness of them.
September 11 -
More financial advisors will use the alternative investments in the next 12 months due to their complex features and industry innovations, the research firm finds.
September 6 -
FP's playlist gives financial advisors and clients tunes about the almighty dollar that bounce around from jilted to joyful and keep the party going strong.
September 1 -
If members approve, the Society of Financial Service Professionals and Life Happens would lead rebranded professional education and insurance literacy arms.
August 31 -
The strategic relationship agreement carries big potential profits. Here's how the firms plan to ease the transition of 2,600 financial advisors by the end of 2024.
August 31 -
The potential rules for sales or exchanges of cryptocurrency could reduce tax evasion and provide easily understandable documentation, experts said.
August 30 -
The agency and the Treasury Department two-year reprieve gives retirement advisors time to prepare — and a preview of upcoming guidance about Secure 2.0.
August 29 -
A new book by Harvard Law School professor and former SEC official John Coates warns of "a deep tension" threatening the American economy and politics.
August 28 -
Five experts helped FP compile a big list of potential deductions and strategies surrounding retirement plans and business entity structures.
August 25 -
The decision displays how an exemption for two weeks of rental income named for the major PGA golf tournament does not provide a blank check, experts said.
August 24 -
The pair of financial planners launched an RIA and switched brokerages in search of an "entrepreneurial, boutique experience" to power their growth.
August 23 -
One provision of the six-part package applies to all registered advisory firms, and compliance experts say the guidelines could prove costly for smaller companies.
August 22 -
The Wall Street regulator tweaked how it handles frequent inspections after the GAO uncovered shortcomings in its practices two years ago.
August 21 -
Assets in the alternative class soared by more than 100% in the past five years. Here's why some investors see opportunity in the current economic environment.
August 16
