Following the protocol of the Financial Planning Association, Skip Schweiss has assumed the position of the organization’s president for a one-year term.
Schweiss is the former president of TD Ameritrade Trust Co. and had been managing director of advisor advocacy at TD Ameritrade Institutional, a role that involved promoting the value of a fiduciary standard for advisers.
The regulator has been trying to reach imprisoned advisor Jason Foley.
Magnificent 7 firm continues to ‘right size’ workforce in AI-related shift also seen in financial services.
Healthcare inflation running at 280% of CPI - and most HSA holders are sitting in cash.
New research identifies the practice habits driving 121% DC AUM growth among the industry's top performers.
Six-figure losses, social media lures and impostor schemes are draining older clients’ savings, report to Congress shows.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
