Tobias Salinger
American Banker
New York, NY, United States
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Past articles by Tobias:
Banks and credit unions should double financial advisor ranks: study
The wealth programs in the channel are going through a significant shift amid major recruiting moves and consolidation, according to a consultant’s report. → Read More
Banking clients want advice — even though they say they don’t
U.S. retail customers who said their primary bank met their needs for guidance gave it much higher grades, according to J.D. Power’s annual survey. → Read More
$36B wealth manager eyes credit union expansion with LPL
Most credit unions don’t offer planning services, and affiliating with the No. 1 IBD could help CUNA Brokerage change that, the firm’s president says. → Read More
Helping clients understand the importance of disability insurance
In a panel discussion, three financial advisers explained why the products are often misunderstood and how to assist clients in evaluating their policies. → Read More
3 questions for homeowner education expert Danielle Samalin
Framework Homeownership CEO Danielle Samalin answered FP’s queries about advising clients who are buying their first homes. → Read More
Ex-Ameriprise advisor launches special-needs focused indie practice
Advisors may sometimes overlook clients with special needs, despite the size of the community and available tools like ABLE Accounts. → Read More
Access Denied: The financial media
Just like the industries that they cover, the lack of Black representation among news outlets acts as a barrier against understanding and eliminating systemic racism. → Read More
Access Denied: Allocation and exacerbation
The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem. → Read More
Insurer and wealth manager taps first Black female CEO
For its next leader, Ohio National turned to a veteran executive with prior experience leading its independent broker-dealer. → Read More
Access Denied: Representation
The hurdles faced by Black professionals who break into the financial services belie the notion that their small numbers at the industry’s top ranks are a pipeline problem. → Read More
Access Denied: Underserved or ignored?
Opening a bank or investment account — or even securing employment in a racism-free workplace — is out of reach for many Black Americans. → Read More
Access Denied episode 1: The wealth effect
Net worth disparities and the role housing and mortgage discrimination play in Black homeownership show that it's impossible to close the gaps without eliminating racism. → Read More
Introducing Access Denied: Systemic racism in financial services
This five-part series is a comprehensive effort to explain the racial discrimination Black Americans face in our financial system. → Read More
Social Security COLA ticks down as older adults brace for impact
It comes as part of “an unprecedented series of extremely low” annual increases, according to an analyst with the nonpartisan Senior Citizens League. → Read More
BMO Harris to take $14B wealth management business to LPL
The No. 1 IBD’s 2,500-advisor bank channel will add 285 more reps when two massive investment programs affiliate next year. → Read More
‘Justice was served’: Ex-Commonwealth rep pleads guilty to $3.7M fraud
The advisor allegedly carried out a 20-year scheme defrauding at least 15 clients through forgery and misrepresentations. → Read More
Securities America advisor charged with fraud in cherrypicking scheme: SEC
The advisor allegedly used an omnibus trading account to help himself and hurt his clients to the tune of tens of thousands of dollars, according to the regulator. → Read More
CFP Board overhauls governance as part of ongoing changes
Director tenures, nominations and committees are changing after an independent task force identified weaknesses. → Read More
Voya steered business to white agents, Black advisors say in lawsuit
The discrimination case revolves around allegations of disparate treatment in the firm’s agency distribution channels. → Read More
State regulators spell out Reg BI priorities amid enforcement surge
Actions hit a nine-year high and restitution climbed to the highest total since 2013 — even before the rule’s heightened scrutiny. → Read More