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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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 -
Every basis point of revenue based on client assets poses competitive implications. Here's how the upcoming change could affect financial advisors' businesses.
March 5 -
Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.
March 4 -
President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.
March 4 -
For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.
March 3 -
Location plays a crucial role in growth and advisory practice valuations — just not in a simple map focusing on the largest cities with the most wealthy people.
February 28 -
Goalsetter CEO Tanya Van Court aims for more collaboration with the industry in bulking up the firm's curriculum and other programs for middle and high schools.
February 27 -
Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision.
February 26 -
The Immersion conference seeks to boost the number of planners using alternatives to the traditional AUM fees one advisory practice — and attendee — at a time.
February 25 -
As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.
February 24 -
There are plenty of compelling reasons for branching further into the many areas related to wealth management. But experts warn there are challenges, as well.
February 21
