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 "
-
A range of perks and parties could help advisors forge deeper relationships and generate valuable leads, often without breaking the bank in the process.
August 20 -
The numbers don't reflect much change in the low representation of female wealth management professionals, but there are some signs of progress.
August 20 -
Only about 4% to 6% of advisors switch firms in a given year, for any number of reasons. Here's how growing advisory teams add to their ranks.
August 19 -
Experts say there are many reasons some beneficiaries reject assets and big problems if they fail to do so correctly. Here's a guide to avoiding them.
August 18 -
Financial advisors can multiply their reach, the value of their business and their client services by tapping new employees. Finding the right fit is a careful dance.
August 14 -
Each of the biggest firms in the channel grew substantially in 2024, but LPL's giant M&A deal to buy Commonwealth for $2.7 billion has further consolidated the ranks.
August 13 -
Firms like LPL, Cambridge, Osaic, Independent Financial, Commonwealth, Raymond James, Ameriprise and Cetera are racing to develop new tools.
August 12 -
Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.
August 12 -
Independent financial advisors are getting more tools at an accelerating rate in timing and capital investment. Here's how experts say they can adapt and overcome the fear of replacement.
August 12 -
Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in the coming months.
August 11 -
But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.
August 7 -
One study uncovered interesting findings on market saturation, while another shed light on the regional trends shaping M&A deals.
August 6 -
Social media and other digital technologies have fundamentally altered the process and, experts say, often distract financial advisors from the most successful methods.
August 5 -
AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing with an exclusive gathering place.
August 4 -
What was once largely a source of referrals for outside professionals is moving in-house for financial advisors in many cases. Here are some examples.
August 1 -
The American College of Financial Services and RISR are collaborating as a BNY Wealth report showcased the planning complexities of owner succession deals.
July 31 -
The One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.
July 30 -
The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.
July 29 -
A client who passes the assets to an older generation could get them back or have them transferred to children at a step-up in basis with an "upstream" gift.
July 28 -
SmartAsset launched a basic calculator to explain the benefits of comprehensive planning in dollar terms that any prospect could understand quickly.
July 25
