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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Financial advisors know how to guide clients through volatility, but the math displaying the portfolio risks of AI may present an altogether different challenge.
October 29 -
Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get new RIAs part of the way.
October 28 -
The choice of buyer and the price get the most attention, but a possible merger of equals and the technology side of the transition could loom large in the strategy.
October 27 -
The challenge bedevils many heirs' property owners. Here's why experts say it's such a threat and how financial professionals can help guide families through it.
October 23 -
Much like deciding the right client headcount, choosing whether to fire a customer or turn away new business represents an important step in a firm's development.
October 22 -
The One Big Beautiful Bill Act will boost the number of filers who must calculate their AMT. But that doesn't mean they're all going to have to pay it.
October 20 -
Starting next year, more households will need to calculate or pay the AMT. The rules are complicated. Here's how financial advisors can prepare themselves — and clients — for the changes.
October 20 -
JPMorgan Chase's absorption of First Republic after the 2023 regional banking crisis has finally dealt its last blow to the giant custodian's asset flows.
October 16 -
The findings suggest that "crises, behavioral biases and interpersonal conflicts are not fringe topics but core aspects of modern advising," the authors of a study say.
October 16 -
The question ties into so many of the factors that distinguish large and small firms, various client niches and decisions about whether or not to hire staff.
October 15 -
The fact that many financial advisors say they do not provide tax planning belies how much value they may add through that service, according to an expert.
October 14 -
Some financial advisors may still hesitate to get on LinkedIn, Facebook, Instagram, YouTube or TikTok. But experts say growing firms need to be on the social platforms.
October 9 -
The many technical planning questions may be moot until spouses can find common ground on money and wealth in general, CFP Board conference panelists said.
October 8 -
In a field with very high rates of attrition, financial planners are finding pillars of support in study groups as they work to reach more young customers.
October 7 -
Building a multigenerational practice speaks to some of the highest ideals of a planner's professional calling, speakers at a CFP Board conference said.
October 6 -
The massive law filled in some important answers for financial advisors and tax pros' many questions coming into the year. Here's a roundup of FP's coverage.
October 3 -
Client assets will always represent a key business metric. But $1 billion in AUM doesn't always add up to success — or to happiness.
October 2 -
The largest annual event for Black financial advisors drew support from some of the biggest names in the industry.
October 1 -
For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right visitors on the path to conversion.
September 30 -
While stock values get the most attention after the Fed cuts rates, they affect trusts, too. Some beneficiaries of entities without flexible distribution provisions could take a big hit.
September 29
