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 accounts are expected to grow by another trillion dollars over the next decade because of their tax and flexibility advantages, Daffy CEO Adam Nash said.
September 16 -
Some 4,200 attendees have converged on Southern California for the third year of Ritholtz Wealth Management's annual outdoor "wealth festival."
September 15 -
Advisors can guide clients on taxes, financing, buying versus leasing and how to boost their negotiating power.
September 12 -
The U.S. Government Accountability Office conducted a nearly four-year study. Here are the key findings from its exhaustive report.
September 11 -
The Association of African American Financial Advisors is holding its annual Vision conference this week.
September 10 -
The number of certified financial planners reflects competition for talent and a profession navigating questions about conflicts of interest.
September 10 -
The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.
September 9 -
Planners could play a crucial role in identifying the signs of forced labor or sexual coercion and supporting victims — with the right training, an expert said.
September 5 -
Nationwide is developing interactive, personalized training programs in the metaverse.
September 5 -
The giants of the channel grabbed most of the spots in the rankings, but some of their smaller or midsize rivals are also expanding quickly.
September 4 -
Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.
September 3 -
Planners trying to help clients steer clear of momentary panic by investing for the long term will find instructive episodes that often involve sports.
August 29 -
Property owners, entrepreneurs and parents can tap into savings available through credits, deductions and exemptions during the sunny season.
August 28 -
The GAO investigated industry disclosures and conducted undercover calls to evaluate "where issues around conflicts of interest and investment advice stand today."
August 28 -
Rising financial advisor productivity came with much better pay at these independent brokerages.
August 27 -
New rules for IRA beneficiaries, the expiration of the Tax Cuts and Jobs Act and guidelines for qualified stock make these strategies especially relevant.
August 26 -
The decision hinging on the definition of "inventory" in the sale of a highly valuable position in a U.S. partnership resolved a saga that began 16 years ago.
August 23 -
These firms ramped up their ranks through recruiting and M&A deals at notable rates over the past decade — even as the channel experienced record growth.
August 22 -
The industry's growth has set records in the number of firms, client assets and M&A deals. These firms stand out from their peers, though.
August 21 -
These 12 independent wealth management firms are setting a higher bar than their peers, but they and the industry still have a very long way to go.
August 20
