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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Two financial advisors and a financial technology entrepreneur explained how the usage of the tools disproves what is often seen as an either-or decision.
June 12 -
The defections by Stewart Webb and Gerald Garner highlight a slew of recent recruiting moves, hirings and M&A deals displaying fierce competition for talent.
June 8 -
Andrew Brown helped the president of the Law Enforcement Employees Benevolent Association misappropriate $500,000 in retirement savings, investigators said.
June 7 -
Venture capital-backed Purpose Rounds helped ethical leather goods firm Parker Clay raise money outside the traditional routes as the pilot firm on the platform.
June 6 -
CEO Peter Mallouk says more growth is on the way for his firm after the private equity-backed company unveiled its second billion-dollar deal of the year.
June 5 -
Players from the Notre Dame Fighting Irish football, soccer, baseball and lacrosse teams have joined Performance Wealth's new program.
June 2 -
The outlook contrasts with other industries worldwide, where volume has fallen to the lowest level since the beginning stages of the pandemic.
June 1 -
The soaring number of firms disclosing their workforce demographics is bringing sobering numbers to light and displaying the shortcomings of available statistics.
May 31 -
While former SVB and First Republic advisors are getting more attention, the private equity-backed firm added its largest recruit in 2023 from another shuttered bank.
May 31 -
The Institute for the Fiduciary Standard launched a virtual leadership class that teaches planners about the history of the profession and the key topics shaping it today.
May 30 -
Many Americans' troubled relationships with money stem from the country's racial history — with the atrocities in Oklahoma on two days in 1921 just one example of systematic theft.
May 29 -
With a warning that spoiler alerts are plentiful, FP asked professionals for their thoughts on the hit series and found many parallels with common industry issues.
May 25 -
The No. 1 independent brokerage has boosted the number of brokers it recruits to financial institutions each quarter, its top recruiter in the channel tells FP.
May 24 -
Douglas Hawkins sold more than $2 million in risky alternative investments without even providing his clients a prospectus, investigators said.
May 23 -
Happy State Bank's move after Centennial Bank's acquisition of the firm highlights frenzied action in a large but still relatively nascent channel of the industry.
May 19 -
More than a half dozen financial advisors say that parents should start conversations about higher education with their children in middle school.
May 18 -
Central Pennsylvania-based Domani Wealth sought a partner that could provide more resources to its clients and its 23-person team.
May 17 -
Moody's upgraded the firm's debt rating, but rivals are likely to pounce if service from the corporate office deteriorates during a complex and lengthy transition.
May 16 -
Founder Mac Gardner and student leaders say they're trying to break down barriers from lack of financial literacy and knowledge of the profession.
May 15 -
True Capital Management founders Doug Raetz and Heather Goodman merged into the multifamily office three years after an affiliate's capital infusion.
May 15
