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.
From outstanding individuals to innovative organizations, find out who made the final shortlist for top honors at the IN awards, now in its second year.
Cresset's Susie Cranston is expecting an economic recession, but says her $65 billion RIA sees "great opportunity" to keep investing in a down market.
“There’s a big pull to alternative investments right now because of volatility of the stock market,” Kevin Gannon, CEO of Robert A. Stanger & Co., said.
Sellers shift focus: It's not about succession anymore.
Platform being adopted by independent-minded advisors who see insurance as a core pillar of their business.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
