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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Lawsuits before the Supreme Court and in lower federal courts across the country could further reduce enforcement powers at the IRS and the SEC this year.
January 13 -
The asset management giant called out the method of offsetting capital gains in this year's edition of its oft-cited study tracking the "alpha" of financial planning.
January 10 -
The answer depends first and foremost on how much time financial advisors have for an emotionally and technically challenging process, experts said.
January 9 -
Founders Sonya Dreizler and Liv Gagnon said they hope their firm's successes provide "a stepping stone" for others to keep working toward its mission.
January 8 -
A policy idea first proposed by two economists in 2010 is gaining traction as a means of shrinking the racial wealth gap. Here are the findings of a new study.
January 7 -
Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.
January 6 -
Like any ranking, the list from SmartAsset comes with some caveats. But these firms are catering to a lot of high net worth and ultrahigh net worth clients.
January 2 -
The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.
December 31 -
The No. 1 state effectively charges 1.88% on the value of a residence, according to a realty firm's analysis of a frequent and growing concern among clients.
December 30 -
More than five dozen stories from the past year reflect an era of building controversy and pushback amid ongoing efforts to remove barriers and promote careers.
December 27 -
Here's a roundup of tax-related news and insights on politics, practice management, investment strategies, health savings accounts, estate planning and more.
December 23 -
Independent firms are going beyond traditional wirehouse compensation packages to promote collective partnership and reward incoming teams.
December 20 -
The asset sales carry complexity requiring careful thought and expert advice, but they could prove beneficial to some wirehouse breakaways or RIA succession plans.
December 19 -
A former veteran UK-based planner and a behavioral analysis expert penned a practical guide for financial advisors on implementing "EI" into their practices.
December 18 -
The current limits for a deduction tied to state and local duties and the debate on the extension of the TCJA provides a lens to examine gender-based disparities.
December 17 -
Amplified Planning is expanding beyond the Externship into a new four-month course and a monthly subscription service for outsourced professional development.
December 13 -
Experts say financial advisors and wealth management professionals can do a lot of good — and advance their businesses — by promoting financial literacy.
December 12 -
A Dodd-Frank safeguard is playing out behind closed doors for the second consecutive time with the omissions of most details from the GAO's triennial report.
December 11 -
The 10 largest transitions include deals by LPL and Osaic, hybrid RIAs that received private equity infusions and even a new public offering by a SPAC investor.
December 11 -
A refundable tax credit would carry the same budgetary impact but boost homeownership among lower and middle-income households, a new study says.
December 9
