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Splinter group stirs designation soup - InvestmentNewswww.investmentnews.com › splinter-group-stirs-desi...
www.investmentnews.com
“Sounds like a great idea for an organization to raise some money,” says Benjamin Tobias of Tobias Financial Advisors in Plantation, Fla., who holds a CFP ...
Wealth transfer: Inside a Florida RIA's successful succession | Citywirecitywire.com › ria › news › wealth-transfer-inside-a-...
citywire.com
· Benjamin Tobias's exit plan was in crisis. As his wife fell ill in 2016, the Tobias Financial Advisors founder began to spend less time in ...
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