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, CPAs and the available research explain the variety of ways that tying the knot could affect couples' payments to Uncle Sam.
October 13 -
Toussaint Bailey's Uplifting Capital closed its initial product after attracting investments from clients of Corient advisory practices and other RIAs.
October 12 -
These 10 firms have the most certified financial planners among their advisors, highlighting the channel's ongoing shift away from sales to advice.
October 11 -
Planner Faiza Kedir became the first to use the new affiliation, as independent firms seek to boost their appeal across the industry's spectrum.
October 10 -
Two financial advisors left JPMorgan Securities and one left Capital Group's high net worth unit for the fast-growing midsize firm.
October 5 -
A new working academic paper cites a dearth of research about the increasingly widespread strategy and the need to consult financial advisors about it.
October 4 -
Consumers with more than $250,000 in assets are seeking the services at a higher rate than financial advisors are currently providing them, according to a new survey.
October 4 -
Align Wealth joined the $250 billion RIA, retirement plan and robo-advisor firm as M&A becomes "a key component" of its growth, the firm's CFO told FP.
October 3 -
Zenith Wealth Partners will collaborate on regional impact investments with two local nonprofits, highlighting how financial advisors are leading innovations in the field.
October 2 -
A half dozen experts shared advice for financial advisors and clients who are buying, selling or refinancing homes.
September 29 -
Financial advisors getting calls or emails from panicked investors can remind them that experts predict any economic impact would be limited and temporary.
September 28 -
These 10 firms are driving the ongoing shift in the industry to fiduciary advice and away from sales commissions.
September 27 -
The firm's record headcount could grow even higher after it joined the constantly expanding group of dealmakers competing to buy retiring advisors' businesses.
September 26 -
The asset management, custodial and technology firm made its pitch to teams confronting a consolidating field with a dizzying array of options.
September 25 -
Expanding its footprint at the intersection of tax and wealth management, Cetera faces challenges in the execution of its growth goals, experts say.
September 22 -
A taxpayer failed in his quest to use the "reasonable cause and good faith" exception to avoid an IRS fine of hundreds of thousands of dollars.
September 21 -
The agency's criminal investigation arm has opened probed at least 252 claims under the pandemic-era employee retention credit amounting to $2.8 billion worth of subsidies.
September 21 -
Amid continuing underrepresentation and a lack of disclosure, these independent brokerages stand out from the rest in their hiring of female representatives.
September 20 -
In an effort to recruit directly from planning programs, the wealth management firm rolled out a job seeker directory and planned more campus visits.
September 19 -
Organic growth and acquisitions, along with the help of the owner-clients of the advisory practice, are fueling its approach to fourfold expansion.
September 18
