Tobias Salinger
Senior EditorTobias Salinger is a senior editor for Financial Planning. Follow him on Twitter at @TobySalFP.
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The exit of David Knoch is the latest change at the growing and rapidly pivoting tax-focused IBD formerly known as HD Vest.February 18 -
The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.January 7
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Blucora’s Avantax Wealth Management combines two firms that took competing approaches to serving tax professionals branching into wealth management.October 7
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The broker-dealer has named former Fidelity RIA chief Bob Oros as the long-time veteran's successor.January 23
