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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Market appreciation and interest rates have masked the "accelerating disruptions" that will yield winners and losers in wealth management.
January 27 -
Despite tough economic conditions for most of 2022, the company reeled in a record inflow of client assets.
January 26 -
The firm is undervalued by the stock market when compared to "two high-quality peers" in Raymond James and Morgan Stanley, its CEO said.
January 26 -
The independent wealth management firm made its third significant deal with an insurance firm exiting the industry in the past four years.
January 25 -
At Future Proof, the founder of Pearl Planning cited fixed-income experts whose panel discussions identified value to unlock amid tumbling returns.
January 25 -
At Future Proof 2022, the eToro U.S. securities expert put the stock and bond losses last year into a helpful context when discussing them with clients.
January 24 -
Cedarwood Financial Partners left Edward Jones after decades in an effort to carry out ambitious growth targets.
January 23 -
The fintech startup will donate a free year of its services to members of The Center of Innovation for Diversity, Equity and Inclusion in Finance.
January 19 -
The former broker's last-ditch effort to convince a former friend and victim that his money was secretly invested and doing well only led to more charges.
January 19 -
The smaller shrinking of the wirehouse's headcount in 2023 underscored a successful year of growth for the megabank's wealth arm.
January 18 -
Despite the impact of slumping stocks and reports of job cuts at its parent firm, rising interest rates boosted the giant custodian's business in 2022.
January 18 -
Meanwhile the firm's newly reorganized wealth and asset management arm offered a couple of record numbers in an otherwise dark period for the megabank.
January 17 -
At Future Proof 2022, the recently designated CFP discussed why the event was different from typical wealth management conferences.
January 15 -
The megabank set aside more than $1 billion in reserves as it confronts mixed economic signals and keeps adding more teams to its wealth ranks.
January 13 -
The group of 70 financial advisors left Advisor Group's Securities America to focus on expansion with the help of a rival to its prior firm.
January 12 -
The fintech startup is mining SEC, FINRA and other data to make information on financial advisors easier for consumers to digest.
January 12 -
At Future Proof 2022, the founder of Lake Avenue Financial and Futurvest discussed how planners can help his family's effort to boost financial literacy.
January 12 -
Level Four Financial sees its parent accounting company and flexibility as disruptive forces for a midsize firm in a field dominated by giants.
January 11 -
FiComm Partners and ProudMouth aim to give advisory practices the tools needed to use a relatively untapped form of marketing in the industry to attract clients.
January 11 -
Thomas Pacilio admitted that he hid more than $1 million in proceeds over four years from the sale of his practice to RSM Wealth.
January 10
