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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Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.
August 5 -
AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing with an exclusive gathering place.
August 4 -
What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases. Here are some examples.
August 1 -
The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.
July 31 -
The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.
July 30 -
The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.
July 29 -
A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.
July 28 -
SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.
July 25 -
A practice model based on "psychophysiological finance" could lead the profession away from advice that only increases clients' money anxiety, the authors write.
July 24 -
The Fed's rate cuts last year also took a toll on the company's results for the second quarter, when there were sharp drops in the flow of incoming client holdings.
July 24 -
Finding new customers and expanding existing client relationships is key for recently launched firms. Here's how marketing experts say to go about it.
July 21 -
Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed.
July 17 -
The popular industry recruiting and retention barometer provided another window into the challenges facing LPL Financial with its latest major acquisition.
July 16 -
Negative net new assets came back to the giant clearing and custody firm in the second quarter, although they weren't as large as in the same period of 2024.
July 15 -
Financial advisors have any number of good reasons to seek the best technology and countless firms trying to provide it. Here's how experts say they should start.
July 15 -
The Trump megalaw's expansion of opportunity zone credits and other investment approaches comes with caveats based on timing and taxes.
July 14 -
Panelists at the Morningstar conference acknowledged the difficulties, even as they pointed out the ongoing opportunities from active management.
July 11 -
Some planners and therapists are calling for more research into potential applications for methods already being used to treat the symptoms of PTSD.
July 10 -
Many former college athletes will receive large lump sums, and current players face new NIL guidelines that come with large, officially sanctioned payments.
July 9 -
Schwab, Fidelity and Pershing are facing growing competition, as the industry strives to do business with financial advisors in as many ways as possible.
July 8
