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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President Biden wants the wealthy to "pay their fair share." Ex-President Trump calls for "the biggest tax cuts." But labeling people as rich creates massive policy challenges.
March 15 -
Financial advisors and tax pros say the exemption poses a lot of complexity — and substantial savings. But it could go away at the end of next year.
March 14 -
Mark Higgins argues that more financial advisors and investors should be taking their cues from the past 200 years rather than the most recent decades.
March 13 -
A CFP Board-commissioned survey found that the vast majority of retirement savers think fiduciary standards for rollovers are already in place or should be.
March 12 -
With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?
March 11 -
Five experts shared insights on why Gen Zers defy stereotypes as the most recent data from the Fed displays their burgeoning net worth.
March 8 -
One of the largest independent wealth management firms faces a big potential SEC judgment in a case that sheds light on industry revenue-sharing practices.
March 7 -
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
