Tobias Salinger
Senior EditorTobias Salinger is a senior editor for Financial Planning. Follow him on Twitter at @TobySalFP.
-
The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.January 7 -
Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.October 7
-
The broker-dealer has named former Fidelity RIA chief Bob Oros as the long-time veteran's successor.January 23
