Daniel Moisand has been elected 2022 board chair-elect by the Certified Financial Planner Board of Standards Inc.
Current Chair-Elect Kamila Elliott will serve as chair of the group’s board of directors in 2022, and Moisand will lead the group in 2023. The current chair is Douglas S. King.
Moisand is a principal and financial adviser at Moisand Fitzgerald Tamayo in Melbourne, Florida. He is a past national president and chair of the Financial Planning Association and served as a trustee of the Foundation for Financial Planning from 2014 to 2019.
From 1999 to 2001, Moisand served on CFP Board’s board of practice standards, helping to draft and promulgate the first financial planning practice standards for CFP professionals.
Wealth Consulting Group, Coastline and Maridea report fresh capital, acquisitions and asset growth as advisor M&A keeps climbing
Carson Group's Dani Fava, Jason Pereira of Woodgate Financial, and Sally George of Convergency Partners led the raise as the growth-tech startup builds out its AI platform and leadership bench.
New teams from William Blair, Ameriprise and UBS bring more than $560 million in combined client assets to the firm's employee and independent channels.
Regulators this year approved UBS Bank USA’s conversion to a nationally chartered bank.
How a subprime lender’s car-loan bonds allegedly unraveled before bankruptcy.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income