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 "
-
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 -
Vice President Kamala Harris and former President Donald Trump have laid out widely divergent plans for handling the sunset date for many parts of the TCJA.
August 19 -
Financial advisors have built companies that are attractive to investors. But if they face challenges, experts say they can solve them without letting go of their firms.
August 16 -
Slight shifts in the makeup of the biggest firms in the channel reflect a more complicated picture than sheer dominance by the giants at the top.
August 15 -
Essential free services play a critical role for clients, financial advisors' careers and industry recruiting. But only if practitioners avoid some pitfalls, experts say.
August 14 -
Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.
August 14 -
The largest firms enjoy distinct advantages, to be sure. But many small and midsize independent wealth management firms have an edge, too.
August 14
