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 fact that many financial advisors say they do not provide tax planning belies how much value they may add through that service, according to an expert.
October 14 -
Some financial advisors may still hesitate to get on LinkedIn, Facebook, Instagram, YouTube or TikTok. But experts say growing firms need to be on the social platforms.
October 9 -
The many technical planning questions may be moot until spouses can find common ground on money and wealth in general, CFP Board conference panelists said.
October 8 -
In a field with very high rates of attrition, financial planners are finding pillars of support in study groups as they work to reach more young customers.
October 7 -
Building a multigenerational practice speaks to some of the highest ideals of a planner's professional calling, speakers at a CFP Board conference said.
October 6 -
The massive law filled in some important answers for financial advisors and tax pros' many questions coming into the year. Here's a roundup of FP's coverage.
October 3 -
Client assets will always represent a key business metric. But $1 billion in AUM doesn't always add up to success — or to happiness.
October 2 -
The largest annual event for Black financial advisors drew support from some of the biggest names in the industry.
October 1 -
For a newly launched RIA, its website is one area in which less can be more — but only if the firm's online HQ puts the right visitors on the path to conversion.
September 30 -
While stock values get the most attention after the Fed cuts rates, they affect trusts, too. Some beneficiaries of entities without flexible distribution provisions could take a big hit.
September 29 -
Independent financial advisors get a lot of flexibility, but a study by Deloitte and Wells Fargo FiNet delves into the complexity of expanding successfully.
September 25 -
The events for prospective clients may sound old-fashioned or too sales-focused, but marketing experts and advisors explain how they can be powerful lead tools.
September 24 -
Many express frustration with either real or perceived doubts about clients' concerns, but experts say they're missing an opportunity to address them up front.
September 23 -
The new tax law won't completely eliminate the complicated tax incentives for food on the job, but experts suggest businesses may change up their menus.
September 22 -
Over the past 18 years, the independent brokerage channel of the industry has surged massively while also evolving significantly.
September 19 -
Two studies from Morningstar dive into the subtleties across the various categories of funds and the sources of the gap between actual and total investment returns.
September 18 -
Attorneys and other compliance experts say it's important that financial advisors greet any type of negative feedback with a thoughtful response — especially if it could turn into a legal matter.
September 17 -
The numbers look gaudy, but potential estate taxes and prohibitions on future strategies make the big retirement accounts much less appealing, two experts said.
September 15 -
A limited federal tax credit, an above-the-line deduction for non-itemizers and restrictions on those of itemizers represent three of the biggest shifts under the new law.
September 11 -
Fewer than 3% of U.S. advisory firms report registrations with foreign regulators, and the meager ranks reflect the difficulty of breaking into international markets.
September 10
