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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Jim Cracchiolo predicts the number of advisors will go back up, but he says the firm places more importance on boosting the size of their businesses.
January 31 -
In the latest episode of Financial Planning’s new podcast series, advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.
January 30 -
The IBD advocacy group expects no letup in enforcement by the regulator — with wide ramifications across wealth management hanging in the balance.
January 28 -
The custodial giant is aiming to cut down on the time involved with opening accounts — which advisors often view as a drain.
January 27 -
If these black financial advisors meet the goal, it will defy the industry's stark racial disparities: early career growth at that level just “doesn't happen in our demographic,” one partner says.
January 23 -
In the first episode of Financial Planning's new podcast series, Tobias Salinger talks with advisor Dasarte Yarnway about how he “fought and clawed” his way into the profession and discusses the ambitious goals he’s working toward for his RIA, as well as the industry.
January 23 -
FINRA blocked the influential advisor and wealth management entrepreneur on one case, but an arbitrator backed him on another.
January 22 -
The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.
January 9 -
The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.
January 7 -
Rivals will be waiting to seize on any changes that may irk some 4,400 representatives poised to operate under a new parent IBD network.
January 6 -
The record level of transactions — as well as long-term industry shifts — often prompt advisors and other wealth management professionals to assess their options.
January 6 -
The Secure Act will pave the way for expanded distribution channels, even as J.D. Power finds issuers lagging in measures of client satisfaction.
December 19 -
While these 20 dizzying changes will throw some for a loop, financial advisors and their clients grow more powerful each year.
December 18 -
With the industry closely watching the complex integration, the selling network's parent divulged how it struck the $1.3-billion agreement to form a giant IBD.
December 13 -
A former rep has drawn at least 30 claims after pleading guilty to fraud, while clients of another ex-LPL advisor are seeking damages five years after his initial arrest.
December 10 -
In a session at the In|Vest West conference, Rachleff revealed the digital firm’s ambitious plans to take on big banks.
December 5 -
More wealth management professionals are using Twitter to network and push for change.
December 3 -
The IBD with 8,000 advisors had been without a permanent chief executive since Robert Moore’s departure in March.
December 3 -
The ex-Northwestern Mutual advisors dropped their broker registrations, selecting the TAMP and platform’s services in the process.
December 2 -
The firm's top recruiter explained its approach to helping advisors keep up with a rapidly changing profession.
December 2
