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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Funds managed by Stone Point Capital are buying back the majority interest in the independent wealth management firm with 1,700 financial advisors.
October 15 -
The giant universities that have their own investment arms are likely out of reach, but they represent only a small portion of the rapidly growing channel.
October 10 -
The co-founders of the influential service, technology and compliance firm for fee-only RIAs discussed how the firm is evolving — but also staying the same.
October 9 -
In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.
October 8 -
The possible expiration of many provisions of the Tax Cuts and Jobs Act raises the prospect of another budget reconciliation bill. Here's what that means for taxes.
October 7 -
Marriage, government and employee benefits, and mental health often loom large for a base of clients that is more likely than straight peers to live alone.
October 4 -
A costly provision of the Tax Cuts and Jobs Act of 2017 is in limbo as policy wonks call for either big changes or outright elimination of the policy.
October 3 -
The technology could change the way many financial advisors interact with their clients, but that evolution will come with important questions, an expert says.
October 2 -
Planners Carolyn McClanahan and Dana Anspach discuss how the client expenses work for their advisory practices as more firms rethink their approach.
October 2 -
Financial advisors may have varying levels of familiarity with these areas of services, but experts provided a blueprint on how to focus this key planning discussion.
October 1 -
Financial advisors can delight their newest customers by steering them away from the typical traps, deploying new strategies and using technology, experts said.
September 26 -
Plaintiff Stephen A. Greco has the opportunity to file an amended complaint, but a federal judge took his allegations of conspiracy to task.
September 24 -
Here are some of the key takeaways from a sampling of the many substantive discussions at Huntington Beach last week.
September 24 -
Four financial advisors and other experts speaking at last week's Future Proof conference shed light on the intersection of the wealth and accounting fields.
September 23 -
Most firms are limited liability corporations these days, but a significant chunk of older firms are c-corporations. Experts share the key factors involved with the options.
September 20 -
Today's clients are looking for planners who stand out online as they try to make sense of newly available information and tools, according to two expert panels.
September 19 -
Mark Matson aims to help people define and realize their goals by making "academic investing principles accessible to everyday investors," he said.
September 19 -
Financial advisors from three non-giant firms shared how they can find their edge in a channel of wealth management that's increasingly fragmented toward the top.
September 18 -
Changes in the makeup of wealth will push the industry to work with more female clients — even if it isn't ready to do so, financial advisors and executives said.
September 17 -
Three executives shared best practices around compensation in the fight to recruit, retain and support planners and other key employees.
September 16
