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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In only her fifth year in the profession, the former Facet advisor is starting at zero with gratitude toward her growing professional network and an intentional focus on fees.
January 18 -
The megabank's Personal Financial Management transaction helped drive some record metrics in 2023 for its wealth and fund segment.
January 17 -
The exit of the shuttered regional bank's wealth arm to JPMorgan overshadowed a highly profitable year for the BNY Mellon unit that houses the giant custodian.
January 16 -
The TAMP developed its new tools after consulting with a group of financial advisors on the design and functions.
January 16 -
Retirement plan sponsors and their financial advisors receive guidance from the IRS on how the Secure 2.0 Act opened the door for "de minimis financial incentives."
January 16 -
In a change that may affect financial advisors and tax professionals' clients, the agency reversed course on a position it took seven years earlier.
January 12 -
The firm received new investments from funds linked to Ritholtz Wealth Management and Mariner Wealth Advisors as RIAs seek to ease their client onboarding.
January 11 -
The renewal of a major clearing and custody contract reflects how the BNY Mellon-owned firm is trying to win business from a burgeoning cast of rivals.
January 11 -
The agency's potential retirement regulation got slammed at a congressional hearing and in thousands of industry-driven form letters calling for its withdrawal.
January 10 -
In a case with industry-wide implications, PKS Investments argues that a Utah couple cannot pursue damages against the brokerage through FINRA arbitration.
January 9 -
Financial advisors, tax professionals and their customers can recoup 30% of the cost through credits for qualified upgrades to their residences.
January 8 -
A new ranking of the channel by SmartAsset includes arms of Sammons Financial Group and McKinsey and global portfolio management firm Cambridge Associates.
January 5 -
Here's a breakdown of the most important proposals and debates circulating in policy circles ahead of this year's election and a big Supreme Court decision.
January 4 -
From 19K+ submissions, FP presents a handful of the most pertinent points; here's how Charles Schwab, the Consumer Federation of America, the Investment Company Institute and others argue the rule will affect wealth management.
January 3 -
The arguments in Moore v. U.S. carry major potential implications, but these 14 excerpts suggest SCOTUS will deliver a less sweeping decision next year.
December 28 -
Here's a list of Financial Planning's most important stories in the past year involving the vexing array of complexities with paying Uncle Sam.
December 28 -
The AARP, the Chamber of Commerce, Cetera, Betterment, FPA, CFP Board, NAPFA, FSI and other stakeholders weighed in on the agency's rule proposal.
December 27 -
Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.
December 26 -
LPL Financial, Cetera Financial Group, Raymond James, Ameriprise and other industry giants drove a much bigger volume of transitions this year.
December 22 -
Financial advisors and tax professionals serving self-employed and other entrepreneurial clients start with a choice between two methods, then make careful calculations.
December 21
