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.
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.
