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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Former financial advisors accused the firm of filing false disclosures about a template invoice their onetime employer claimed they sent to clients.
November 13 -
Harmon Kong wrote a book about wealth that doesn't include any financial jargon. He argues discussions between parents and their kids hold much more value.
November 12 -
Zach and Barry Berg left the megabank for a newly rebranded advisory practice at the growing firm that now has 250 financial advisors and $38 billion in client assets.
November 12 -
Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.
November 11 -
The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who argue the guidelines are insufficient.
November 8 -
Target-date fund holders who invested through taxable accounts absorbed a giant capital gains distribution because of the firm's flub, the plaintiffs say.
November 7 -
Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions.
November 7 -
A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.
November 6 -
After an exhausting presidential campaign, here are the key policy, investment strategy and practice management topics for financial advisors and their clients.
November 6 -
The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act.
November 4 -
The middle and later stages may have less potential for astronomical returns but still offer advantages for high net worth investors, experts tell FP.
November 1 -
Its backers should file a lawsuit based on the "very flimsy" exemption for prohibited transactions enabling annuity sales under current rules, an expert says.
October 31 -
Both presidential candidates' plans would balloon the country's debt by trillions. Here's how that could affect the economy and make VC investments even more attractive.
October 30 -
The standalone trusts or provisions within other entities can help clients protect assets. Here's why they may need a nudge to speak with an estate attorney about this.
October 29 -
Low interest-rate yields, minimum-asset requirements for investing and higher fees brought lower grades for most of the firms reviewed in an annual study.
October 28 -
One of the leading changemakers in the profession is seeking to raise $1,000 per mile for nonprofits focused on increasing access to wealth management.
October 24 -
The Female Advisor Network merged into the Women's Leadership Alliance in an effort to join together around the groups' shared goals.
October 23 -
The loose term for collections of planners getting together based on any number of shared characteristics or goals can take many forms and provide a lot of value.
October 22 -
The first Secure Act was a "game-changer for IRAs and Roth IRAs," according to a retirement expert. Here's the compelling case for paying taxes sooner.
October 21 -
FP's parent company surveyed more than 200 industry professionals to ask their view of taxes, Social Security and the budget. Here's what they said.
October 17
