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 M&A flow may suggest that only the giants of wealth management will be able to navigate the business, but that dominating narrative is wrong.
April 10 -
The first wave of layoffs and others in the works will reduce enforcement. But the smaller ranks will still carry out "a rather grueling examination," an expert says.
April 9 -
A house on Alaska Avenue in Cincinnati's Avondale neighborhood is central to one planner's protests over HUD's possible clawback of 78 grants.
April 8 -
Bonds have always been a haven for investors, but new products could draw financial advisors and clients seeking higher yield than those of passive ETFs.
April 7 -
Financial advisors have the opportunity to spur important discussions and bring peace of mind to the uncertainty around the Tax Cuts and Jobs Act, an expert said.
April 4 -
The founder of Tulsa Innovation Labs is calling for changes to draw more investments from civic-minded financial advisors and clients in their local communities.
April 3 -
The wrong asset location could defeat the whole purpose of the strategy, according to a new study on Treasury inflation-protected securities.
April 2 -
Experts say those survey results simply reflect successful and experienced teams, but the alphabet soup of certifications presents tough choices for current and aspiring professionals.
April 1 -
Ahead of Tax Day, annual return filings consume a lot of attention, but advisors and other experts say they pose opportunities for growth and savings as well.
March 21 -
The research and consulting firm spoke with more than 11,500 investors last year about their wealth management company. Here's how 36 firms fared in the survey.
March 20 -
Financial advisors are counseling clients to stick to their long-term plans, even as they consider potential hedging opportunities and other strategies.
March 19 -
Founder Steven Fox is asking for a flat $18,000 per year from planners to act as their RIA and platform provider to drive changes to fee models across the industry.
March 18 -
Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.
March 17 -
More than a half dozen new domain names are aiding Pat Brown of Creative Planning in reaching across niches as part of the evolution of NIL and money education.
March 14 -
SmartAsset analyzed the significance of the state-by-state figures on certificants, although some experts say geographic strategies are missing the bigger picture.
March 13 -
With more views and options for financial advisors to be independent, TritonPoint Partners is offering up its take on flexibility, cash and equity, and employment status.
March 12 -
Organizations that work toward boosting industry diversity say President Trump and other critics may be missing the moral and business implications of their efforts.
March 12 -
The authors of a new study explaining the specific significance of trusts for building Black wealth used the analogy of a beach filled with starfish.
March 11 -
Ex-Oklahoma State University Cowboys player Brendon Evers says NCAA athletes need more guidance that reminds them to think about life after sports.
March 7 -
In a warning alarm about the industry's staffing needs, McKinsey predicted there will soon be a massive shortage of advisors to meet client demand.
March 6
