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Tobias Salinger @TobySalFP

Wealth management journalist for @finplan writing about brokerages, RIAs, racial equity, regulation and compliance. He/him. [email protected] financial-planning.com/author/tobias-… New York, NY Joined September 2012
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Tobias Salinger retweeted
Avantax_Wealth Profile Picture

Avantax Wealth Management® @Avantax_Wealth

2 months ago

(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
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FP Alpha @_FPAlpha

2 months ago

"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
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Hearts & Wallets @heartswallets

3 months ago

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/more-rias…

Tobias Salinger retweeted
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Accounting Today @AccountingToday

4 months ago

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
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Megan Belt @meganbelt

4 months ago

Did you know a new tax credit for eco-friendly repairs can amount to major savings on home improvements? @CarsonGroupLLC's @ErinWood402 spoke w/ @TobySalFP on how advisors can help their clients make the most of the “energy-efficient home improvement credit.” Read the @finplan…

Tobias Salinger retweeted
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Advisor Growth @AGS_Wire

4 months ago

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:

finplan Profile Picture

Financial Planning @finplan

4 months ago

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:

Tobias Salinger retweeted
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Lynnley Browning @BrowningLynnley

4 months ago

Ain't no party like an FP party, cuz an FP party don't stop. To quote @justinlmack. @BrianWallheimer and I surprised new Chicago transplant @TobySalFP last night. News flash: Tobes is so over Brooklyn. @finplan

Tobias Salinger retweeted
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The ETF Store, Inc. @ETFStore

4 months ago

ETF Store's @NateGeraci compiles some of the best #ETF articles from this past week. theetfeducator.com/2023/12/16/etf… Articles by: @double_you_ess, @ariweinberg, @EmileHallez, @TobySalFP, @strack_ben, @byKatherineRoss, @theLinlyShow, & @SamJPotter TotW: @EricBalchunas CotW: @kgreifeld

Tobias Salinger retweeted
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Stanley Funches CFP® @StanleyFunches

5 months ago

Thank you to @TobySalFP and @finplan for the opportunity to share my thoughts on how advisors help clients overcome their money fears. Please check out his article in the link below. #investing #wealthmanagement #wealthbuilding

inteluswm Profile Picture

INTELUS Wealth Management @inteluswm

5 months ago

Thank you to @TobySalFP and @finplan for the opportunity to share my thoughts on how advisors help clients overcome their money fears. Please check out his article in the link below. #investing #wealthmanagement #wealthbuilding

Tobias Salinger retweeted
AGS_Wire Profile Picture

Advisor Growth @AGS_Wire

5 months ago

RIAs derive “at least a third, maybe even half” their value from their enduring and comprehensive ties to clients. AGS Founder John Furey @AdvisorGrowth weighs in with @TobySalFP on a recent study of #RIA growth with @finplan. Check out the full story: financial-planning.com/news/new-acade…

Tobias Salinger retweeted
ErinWood402 Profile Picture

Erin Wood @ErinWood402

6 months ago

I shared my thoughts on year-end tax planning strategies with @TobySalFP for @finplan - thanks for including me in this piece! financial-planning.com/list/30-tax-qu…

Tobias Salinger retweeted
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Altruist @altruist

6 months ago

When it comes to the custody industry at large, the majority is still catering to only the top 1%, says our CEO @jasonwenk. Read more for his take on the issue with the state of referral programs for @finplan’s RIA Leaders 2023 feature from @TobySalFP financial-planning.com/news/schwab-an…

Tobias Salinger retweeted
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National Mortgage News @NatMortgageNews

7 months ago

Through the end of 2025, the Tax Cuts and Jobs Act slashed the amount of principal value that's eligible for an itemized mortgage interest deduction on a first or second home to $750,000 from $1 million. #mortgage #financialplanning By @TobySalFP nationalmortgagenews.com/list/11-tax-ti…

Tobias Salinger retweeted
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Valerie Rivera, CFP® (she/her) @1GenWealth

7 months ago

Congratulations to @Chelsea_CFP and team at Zenith Wealth Partners on these amazing partnerships. 🎉 Y’all make me hopeful about everything this profession can be. ❤️

Tobias Salinger retweeted
independentaa Profile Picture

Independent Advisor Alliance @independentaa

8 months ago

OSJs play a pivotal role in the independent channel, and our partners at IAA are thriving. Learn more about how OSJs impact our industry in this insightful article from @TobySalFP at @finplan, with contributions from our CEO Robert Russo. #rias #advisors bit.ly/3rcNFzb

Tobias Salinger retweeted
networthzenith Profile Picture

Zenith Wealth Partners @networthzenith

8 months ago

📊Unlocking Tax Savings for the Self-Employed!  🧑‍💼💰Dive into @TobySalFP's latest article from @finplan featuring insights from experts, including our own financial planning director @Chelsea_CFP. Read more here: financial-planning.com/list/24-tax-ti…

Tobias Salinger retweeted
MyVestCo Profile Picture

MyVest @MyVestCo

8 months ago

An interesting read from @TobySalFP on how a #directindexing solution can help advisors stand out from the pack, the personalization benefits of direct indexing, how direct indexing can help some investors better manage their taxes, and more . Via @finplan financial-planning.com/news/direct-in…

Tobias Salinger retweeted
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Cetera @CeteraFinancial

8 months ago

Cetera’s CIO, @GeneGoldman, sheds light on the compelling world and exciting trend of private credit. Thank you, @TobySalFP, @finplan for the insightful coverage. Read more here: financial-planning.com/news/the-massi…

Tobias Salinger retweeted
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Queer Money® Podcast @QueerMoneyPod

9 months ago

48% of respondents to the 2022 Motley Fool/Debt Free Guys LGBTQ+ Money Study said they were discriminated against by someone in the financial services industry. Our 2023 study showed that increased to 55%!   As @TobySalFP of Financial Planning shares on Queer Money episode # 428,…

Tobias Salinger retweeted
QueerMoneyPod Profile Picture

Queer Money® Podcast @QueerMoneyPod

9 months ago

@TobySalFP On this episode of Queer Money®, Toby joins us to discuss his research around donor-advised funds, sharing his concerns about the tax advantages and anonymity of charitable giving through DAFs. podcasts.apple.com/us/podcast/que…

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