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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The 401(k) and individual wealth firm opted for one of a wave of private equity-backed startups that give financial advisors even more M&A suitors to consider.
March 6 -
In a new dual role at Emigrant Bank and Emigrant Partners, the veteran RIA dealmaker will advise financial advisors and work across a multifaceted family office.
March 5 -
Financial advisors and tax professionals say many clients get too fixated on April 15 without understanding the benefits and ease of pushing back the deadline.
March 5 -
Here's how some financial advisors have offered the two services for decades and why the rest of the industry may finally be catching on to the opportunity.
March 5 -
Less than two years after the firm's launch, it has reached 60 financial advisors and $7 billion in client assets. Here's a look at its expansion strategy.
March 4 -
Stubbornly persistent differences between white and Black households' income and assets present financial advisors with the big-picture implications of their work.
March 1 -
A new GAO study adds more fuel to the research suggesting the agency should be probing more rich households. Tax pros say those efforts will have big implications.
February 29 -
Carolyn Armitage has witnessed the long-term shifts in the industry over her career. That's part of why she decided to launch a consulting firm, she tells FP.
February 28 -
AlTi Global's massive infusion from Allianz X and Constellation Wealth signals one of many potential paths for new sources of capital into the industry.
February 27 -
Planners who recommend the increasingly popular charitable vehicles could face penalties for what's currently a pretty common practice in the industry, experts say.
February 26 -
The 20% deduction for the qualified income of pass-through entities has strong supporters and critics. Here's how tax experts say it could play out if made permanent.
February 23 -
The firm's big tech investments and history working with banks attracted Wintrust, the CEO of its wealth division told FP.
February 23 -
Threats large and small in a fragmented channel of the industry make operating an independent advisory firm tougher than it may appear, experts say.
February 22 -
The No. 1 independent broker-dealer is paying a pretty penny and delighting Wall Street analysts. Here's a deep look at the larger significance to the industry.
February 21 -
The CFA Institute analyzed 110 videos and other social media posts. Here's what financial advisors and other investment professionals should know.
February 20 -
Yesterday's historic "firsts" blazed a trail for those of today — with a moral and business imperative for the industry to learn from these five figures' examples.
February 20 -
Though she is widely considered the first African American woman to be a stockbroker, some blurriness surrounds what is known about the rest of her life story.
February 20 -
She mixed outspoken activism with business pragmatism, launching a bank that helped hundreds of African Americans buy homes in her longtime community.
February 20 -
Inspired by the examples of his grandmother and his mother, the Houston fixed-income legend launched one of the largest Black-owned investment management firms.
February 20 -
Those fields are a bright spot in dealmaking amid a slump in other industries. Here's why non-bank loans that drive deals could bring problems in the future.
February 19
