Wealth management journalist for @finplan writing about brokerages, RIAs, racial equity, regulation and compliance. He/him. [email protected]
New York, NY
Joined September 2012
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A thread of @arizent_co podcast "Access Denied" by @perkedit and me. Our exam of systemic racism as it relates to accounting, asset management, banking, credit unions, insurance, journalism, mortgages, human resources, real estate and wealth management: bit.ly/3nbpuJz
Next week, join moderator mois and recruiting and M&A expert Jeff Nash of Bridgemark Strategies for a free webinar on the latest trends driving advisory practice valuations. zoom.us/webinar/register/371… #financialadvisors #RIAs #professionaldevelopment
Tobias Salinger retweeted
The top tax stories of 2025 for financial advisors by @TobySalFP. The list below of the top tax stories from 2025 displays only some of the many rich links to planning and wealth management in @finplan. #TaxPlanning #WealthManagement #351Exchange financial-planning.com/news/…
Tobias Salinger retweeted
Some people are learning it is better to reject their inheritances than accept them. But why? Thanks again to @TobySalFP of @FinPlan for featuring my comments on this unique financial situation–bit.ly/45Y7kUX
#urCPA #incometax #estates
Tobias Salinger retweeted
Mike Byrnes was quoted in a #FinancialPlanning article:
The states where #CFP certification is surging — and why – March 13, 2025
Learn Mike's thoughts on how the #CFP designation carries a lot of weight now
byrnesconsulting.com/byrnes-… via @finplan & @TobySalFP
Tobias Salinger retweeted
CFP® certification is booming in some unexpected places. What’s driving the growth—and what does it mean for financial planning’s future? Find out which states are leading the way in this @finplan article by @TobySalFP: financial-planning.com/list/…
Tobias Salinger retweeted
Is your financial advisor transparent? Great article by @TobySalFP. Thanks for including my feedback as well as @grilloinvest and @Dull_Investing.
financial-planning.com/news/…
Tobias Salinger retweeted
An ethical will may give trustees more instructions about distributing assets without obligating them, for example, to move a specific amount of money each month to an heir who is spending it carelessly, writes Toby Salinger @TobySalFP of @finplan. bit.ly/3X0JcMT
Tobias Salinger retweeted
There are many planning strategies to maximize what you take home after taxes and what you pay for Medicare premiums - Could your client use the IRA 'bridge' strategy? Here are the numbers accountingtoday.com/list/irs… @TobySalFP @accountingtoday
Tobias Salinger retweeted
Excited to see the news about the merger of Female Advisor Network and the Women’s Leadership Alliance in @finplan today. Thank you @TobySalFP for speaking with me on this endeavor!
financial-planning.com/news/…
Tobias Salinger retweeted
The loss of the financial advice tax deduction has made expert guidance less affordable for Main Street investors. Restoring these incentives could offer significant tax savings, explains Erin Koeppel, CFP Board’s Managing Director of Government Relations and Public Policy Counsel. Learn more in this @finplan article by @TobySalFP: financial-planning.com/news/…
Tobias Salinger retweeted
Thank you @finplan @TobySalFP for covering our panel on The Destiny of Demographics ft. @CaryCarbonaro @Lauracombs_cfp @ashleybleckner @FutureProof_HQ financial-planning.com/news/…
Tobias Salinger retweeted
Plante Moran Wealth Management Partner Dawn Jinsky shared her thoughts on how business owners can rethink their #buy-sell agreement plans after the #TCJA expires with @TobySalFP. Read the full article via @Finplan. go.pmwealthmanagement.com/3X…
Tobias Salinger retweeted
This week on the @finplan #LeadersLivestream @sspotswoodrfg @RFGAdvisory joined @TobySalFP and @MLB2CFP to discuss how financial independence is changing and what that means for the industry today!
Tobias Salinger retweeted
(2/2) and we’re always happy to talk about the benefits of tax-intelligent wealth management strategies. Thanks to @TobySalFP of @finplan for providing this outlook on the various approaches to providing wealth & tax services under one roof: bit.ly/4cgnf2n
Tobias Salinger retweeted
"I strongly believe that the future of our economy is being able to use technology that will be a genius assistant to all of us," @AAltfest tells @TobySalFP @finplan.
Read more 👉 hubs.la/Q02ng4kC0
Tobias Salinger retweeted
The big question of PRICE. Sorting through the confusion about fees. Thank you, @finplan and @TobySalFP, for sharing @heartswallets data and insights on this critical issue. financial-planning.com/news/…
Tobias Salinger retweeted
For financial advisors and tax pros, potential changes to federal tax laws may represent one of the most important yet least talked-about issues looming in this year's election. Toby Salinger @TobySalFP of Financial Planning @finplan writes about them. trib.al/aDJjqXQ
Tobias Salinger retweeted
AGS Founder John Furey @AdvisorGrowth weighs in on the Osaic-Lincoln deal with @TobySalFP , "I see this as a clear indication of building one of the largest integrated wealth platforms in the U.S." Check out the rest of the coverage with @finplan:
The influx of the @lincolnfingroup wealth business poses complications to @osaic_inc’s debt levels and financial advisor retention strategy as the firm goes through its own restructuring. #growthstrategies #financialadvisors #privateequity bit.ly/3NAMQYN
Tobias Salinger retweeted
ETF Store's @NateGeraci compiles some of the best #ETF articles from this past week.
theetfeducator.com/2023/12/1…
Articles by: @double_you_ess, @ariweinberg, @EmileHallez, @TobySalFP, @strack_ben, @byKatherineRoss, @theLinlyShow, & @SamJPotter
TotW: @EricBalchunas
CotW: @kgreifeld