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 first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling case for paying taxes sooner.
October 21 -
FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget. Here's what they said.
October 17 -
The CFP Board, the FPA, FSI, NAPFA and the IAA called jointly for the restoration of incentives for financial planning as part of the looming TCJA debate.
October 16 -
The largest deal ever for the private equity-backed, fee-only RIA will send it to new heights across 23 offices and 750 financial advisors and other employees.
October 16 -
A margin of 46% for the unit housing the giant clearing and custody firm may console executives who say the First Republic deconversion "is now largely behind us."
October 15 -
Funds managed by Stone Point Capital are buying back the majority interest in the independent wealth management firm with 1,700 financial advisors.
October 15 -
The giant universities that have their own investment arms are likely out of reach, but they represent only a small portion of the rapidly growing channel.
October 10 -
The co-founders of the influential service, technology and compliance firm for fee-only RIAs discussed how the firm is evolving — but also staying the same.
October 9 -
In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.
October 8 -
The possible expiration of many provisions of the Tax Cuts and Jobs Act raises the prospect of another budget reconciliation bill. Here's what that means for taxes.
October 7 -
Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.
October 4 -
A costly provision of the Tax Cuts and Jobs Act of 2017 is in limbo as policy wonks call for either big changes or outright elimination of the policy.
October 3 -
The technology could change the way many financial advisors interact with their clients, but that evolution will come with important questions, an expert says.
October 2 -
Planners Carolyn McClanahan and Dana Anspach discuss how the client expenses work for their advisory practices as more firms rethink their approach.
October 2 -
Financial advisors may have varying levels of familiarity with these areas of services, but experts provided a blueprint on how to focus this key planning discussion.
October 1 -
Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.
September 26 -
Plaintiff Stephen A. Greco has the opportunity to file an amended complaint, but a federal judge took his allegations of conspiracy to task.
September 24 -
Here are some of the key takeaways from a sampling of the many substantive discussions at Huntington Beach last week.
September 24 -
Four financial advisors and other experts speaking at last week's Future Proof conference shed light on the intersection of the wealth and accounting fields.
September 23 -
Most firms are limited liability corporations these days, but a significant chunk of older firms are c-corporations. Experts share the key factors involved with the options.
September 20
