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 meaning of independence takes on many different forms for these 10 financial advisors, wealth management executives, entrepreneurs and other experts.
June 4 -
With brokerages, consolidation, lawsuits and more, independence ain't what it used to be. Advisors who want to break away must contend with ever-changing options and obstacles to define their own version of independence.
June 4 -
The Section 121 exclusion and the step-up in basis are well known to financial advisors and tax professionals, but their clients will need to plan carefully to net the biggest potential savings.
June 3 -
Prospective affluent clients told Cerulli they exhibit common forms of distraction from an objective view of investing. Here's how wealth managers can help.
May 30 -
The products carry more risk and subtleties than the underlying notion of a simple 'glide path' to retirement.
May 29 -
Qualified small business stock carries major potential savings for startup founders and investors, but the benefits come with some important caveats to keep in mind.
May 28 -
Available technology solutions could boost professionals' efficiency in serving their clients — but only if financial advisors and their customers are open to them.
May 23 -
They have oft-cited tax advantages, but the available research raises alarms about fees, interest rates and investing in assets other than cash.
May 22 -
The giant custodian, retail brokerage and asset management firm has completed the industry's largest ever conversion with TD Ameritrade. What's next after a key executive's departure?
May 21 -
Changes in residency, qualified personal residence trusts and other methods cited by experts carry big savings — with some caveats.
May 20 -
With RIAs increasingly identifying succession planning as a business imperative, here's how financial advisors and firms are investing in the future.
May 17 -
A professional brings objectivity to dicey conversations between relatives as well as experience navigating the substantial work involved with transferring assets, experts say.
May 17 -
Proposals to crack down on private placement insurance contracts aren't close to becoming law. Here's how advisors and their clients can use them for the time being.
May 16 -
At least 17 Republicans and one Democrat, Sen. Joe Manchin of West Virginia, have signed onto a joint resolution under the Congressional Review Act.
May 15 -
Three regulatory amendments that are attached to the new "retirement security rule" display the stakes of the legal challenge already brewing in court.
May 14 -
Advisors and other leaders in the profession have a unique window into what "wealth" really means. Here's how they defined it.
May 9 -
Financial advisors Jeff Breese and Brent Mekosh merged their practices as part of the move from the hybrid RIA's former brokerage firm.
May 9 -
The disturbing nature of the claims and puzzling sequence of events add a fraught layer to what was already going to be a challenging CEO handoff from the founder.
May 8 -
An M&A deal brings a fourth office location to the ambitious firm launched in 2019 by Jason Ray and Chelsea Ransom-Cooper.
May 7 -
As one of many providers of the existing and expanding capabilities, Envestnet is urging more financial advisors to consider after-tax optimization.
May 6
