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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Inspired by the examples of his grandmother and his mother, the Houston fixed-income legend launched one of the largest Black-owned investment management firms.
February 20 -
Those fields are a bright spot in dealmaking amid a slump in other industries. Here's why non-bank loans that drive deals could bring problems in the future.
February 19 -
Passive funds reached a long-anticipated milestone that no one would suggest will reverse anytime soon. But these managers argue expertise has enduring appeal.
February 13 -
The largest independent brokerage will move 2,400 financial advisors from seven brokerages onto its platform during a lengthy conversion stretching into 2025.
February 13 -
Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.
February 12 -
A provision paying for breaks for parents and business owners has earned widespread praise, but an expert says financial advisors should be on alert.
February 9 -
The nuance around RIA compensation belies an often overheated debate and the ability for planners these days to make their own choices.
February 8 -
The firm's recruiting chief shared the latest updates with FP amid record financial advisor headcounts and an effort to expand beyond its traditional label as an IBD.
February 7 -
The profession displays a stunningly high rate of attrition in the first year. Here's how wirehouses and regional brokerages must try to change with the times.
February 6 -
The gift outlays — and the many rules and potential duties tied to them — can affect clients' long-term trail toward RMDs, Roth IRAs, the FAFSA and other areas.
February 5 -
Net income topped $1 billion in 2023 as the firm reached another record headcount and CEO Dan Arnold said there are "interesting questions" to answer about AI.
February 2 -
A report from the Investments & Wealth Institute's journal explains the most important pending proposals from the SEC, the Labor Department and other regulators.
February 1 -
Two incoming firms merging together under a new business line at the company will push its offices above 100 nationwide for the first time.
February 1 -
Possible threats to the pending proposal could play out in Congress and the courts before an increasingly consequential presidential race, an expert said.
January 31 -
The volume of RIA deals slipped from their record pace of the last nine years, but dealmakers argue the fundamentals are driving more activity to start 2024.
January 30 -
Financial advisors and tax professionals with clients who bet online or at casinos must guide them through the choice of classifying as amateur or professional.
January 29 -
The Morningstar Direct rankings reflect a good year for the high-yield, longer-duration and emerging-markets categories of fixed income funds.
January 26 -
The roughly 100 incoming financial advisors to the firm's Financial Institutions Group softened the impact of a regulatory charge of $30 million.
January 25 -
The superstar player's decision to push back his record-breaking pay intrigued planners who pointed out a bevy of wealth-related questions.
January 24 -
Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.
January 23
