Tobias Salinger

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Tobias Salinger

Tobias Salinger

@TobySalFP

Wealth management journalist for @finplan writing about brokerages, RIAs, racial equity, regulation and compliance. He/him. [email protected]

New York, NY Katılım Eylül 2012
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Tobias Salinger
Tobias Salinger@TobySalFP·
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
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Tobias Salinger
Tobias Salinger@TobySalFP·
@EchrisL @finplan Thanks so much for inviting me on and appreciate getting to share our big FPA story in your video series
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CFP Board
CFP Board@CFPBoard·
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/smartasse…
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Accounting Today
Accounting Today@AccountingToday·
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
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Tobias Salinger
Tobias Salinger@TobySalFP·
@noneal510 @finplan Thanks so much for sharing the vision of the newly merged group and best of luck with your important work at the Women's Leadership Alliance
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CFP Board
CFP Board@CFPBoard·
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/cfp-board…
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Tobias Salinger
Tobias Salinger@TobySalFP·
@ShawnaOhm @LauraLaTourette @shanas621 Yessss, thank you, great seeing you both last night. Really fun times. Next time, Shana. Heard about really cool stuff your company is doing so would be great to find out more.
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Tobias Salinger
Tobias Salinger@TobySalFP·
@Rianka_D @YGCwealth Thank you Rianka, always a pleasure to hear the latest updates and get your take on the key practice management questions advisors are answering in the structuring of their businesses.
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Rianka R. Dorsainvil, CFP®
Thank you @TobySalFP for capturing where I am in business for @YGCwealth - leveraging AI, narrowing my scope of clients and leaning fully into my health & wellbeing. If you follow me on IG, you’ll see I’m an open book with the 3 F’s - family, finance & fitness. 💪🏽😅 #CFPPro
Financial Planning@finplan

Financial planner @Rianka_D launched @YGCwealth earlier this month. Here are the key practice management and professional development takeaways for fellow advisors. #practicemanagement #professionaldevelopment #RIAs bit.ly/3xPAffX

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