Certified Financial Planner Board of Standards Inc. announced that Daniel Moisand has begun his role as chair of its board of directors.
In 2021, Moisand was elected by the board to serve as the 2022 board chair elect. On Jan. 1, he began serving in his new role as board chair.
Moisand will guide the organization as it launches its first-ever comprehensive review of CFP Board's competency standards with the formation in 2023 of the Competency Standards Commission, the CFP Board said in a press release Tuesday.
During his term as chair, he will also preside over the beginning of a new initiative that will focus on increasing the number of college-bound students choosing financial planning as a degree major and career path.
From 1999 to 2001, Moisand served on CFP Board's Board of Practice Standards. In 2008, he served as chair of CFP Board's Disciplinary and Ethics Commission. And, in 2020, he was elected to his first term to serve on the board of directors.
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
It’s the second time in as many years regulators have penalized Centaurus Financial for lack of compliance with Reg BI.
AI Teammate is embedded within Wells Fargo’s Advisor Gateway desktop platform.
Elsewhere, Ameriprise added a $470 million Wells team in New York, while an ex-Morgan Stanley advisor bolsters UBS' Austin, Texas office.
Financial advisors play an essential role in helping small business owners navigate their transition out of the company — and into retirement.
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