Skip Schweiss of TD Ameritrade elected 2020 president of FPA

Financial Planning Association also elects four new board members
OCT 16, 2019
The Financial Planning Association has elected Skip Schweiss, president of TD Ameritrade Trust Co., as its 2020 president for a one-year term. Mr. Schweiss, whose term will begin Jan. 1, 2020, succeeds 2019 FPA President Martin C. Seay. [More: SEC clears up confusion over whether advisers can continue to call themselves fiduciaries] In addition to his duties at his firm's trust company, Mr. Schweiss serves as managing director of adviser advocacy and industry affairs for TD Ameritrade Institutional. He is currently completing a three-year term on the FPA board of directors. [Recommended video: Where does the fiduciary rule stand?] The FPA board also elected four new members to serve on its board for three-year terms: Robert van Beek, founder and director of About Life & Finance B.V. in Roosendaal, Netherlands; Susan Danzig, president of Susan Danzig in Moraga, Calif.; Claudia Cypher Kane, financial adviser at Raymond James Financial Services in Roseville, Calif.; and Carl A. Wayne, senior adviser in the charitable estate planning area at the American Heart Association in Los Angeles. Investing in profitability, performance and people: Register for our Top Advisory Firm Summit.

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave