Dante De Gori has been appointed the chief executive office of the Financial Planning Standards Board Ltd., the standards-setting body for the global financial planning profession and owner of the Certified Financial Planner certification program outside the United States.
His appointment is effective Jan. 1, 2023. De Gori served previously six years as the chief executive officer of the Financial Planning Association of Australia), the sixth largest affiliate within the FPSB Network.
For six years, he led teams focused on standards, certification, education, events, advocacy and consumer awareness, and made exceptional contributions to the Australian financial planning profession through a period of tremendous reform to help raise education and professional standards, the Financial Planning Standards Board said in a press release Thursday.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
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.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave