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

ETF Store's Nate Geraci compiles some of the best #ETF articles from this past week. theetfeducator.com/2023/12/16/etf… Articles by: Will Schmitt, Ari Weinberg, Emile Hallez, Tobias Salinger, Ben Strack 🟪, Katherine Ross, Linly, & Sam Potter TotW: Eric Balchunas CotW: Katie Greifeld

AGS Founder John Furey John Furey weighs in on the Osaic-Lincoln deal with Tobias Salinger , "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 Financial Planning:

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

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 Tobias Salinger of Financial Planning Financial Planning writes about them. trib.al/aDJjqXQ

The big question of PRICE. Sorting through the confusion about fees. Thank you, Financial Planning and Tobias Salinger, for sharing Hearts & Wallets data and insights on this critical issue. financial-planning.com/news/more-rias…

(2/2) and we’re always happy to talk about the benefits of tax-intelligent wealth management strategies. Thanks to Tobias Salinger of Financial Planning for providing this outlook on the various approaches to providing wealth & tax services under one roof: bit.ly/4cgnf2n

"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," Andrew Altfest tells Tobias Salinger Financial Planning. Read more 👉 hubs.la/Q02ng4kC0

This week on the Financial Planning #LeadersLivestream Shannon Spotswood RFG Advisory joined Tobias Salinger and Kevin Thompson CFP®️, RICP®️, EA to discuss how financial independence is changing and what that means for the industry today!

Thank you Financial Planning Tobias Salinger for covering our panel on The Destiny of Demographics ft. Cary Carbonaro, CFP® MBA Laura_combs Ashley Future Proof financial-planning.com/news/demograph…

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

Excited to see the news about the merger of Female Advisor Network and the Women’s Leadership Alliance in Financial Planning today. Thank you Tobias Salinger for speaking with me on this endeavor! financial-planning.com/news/female-ad…

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-and-s… Tobias Salinger @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 Tobias Salinger of Financial Planning. bit.ly/3X0JcMT

Is your financial advisor transparent? Great article by Tobias Salinger. Thanks for including my feedback as well as Sara Grillo and Dull Investing. financial-planning.com/news/transpare…

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-consult… via Financial Planning & Tobias Salinger

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 Financial Planning article by Tobias Salinger:  financial-planning.com/list/smartasse…