International CFP standards group names new CEO

International CFP standards group names new CEO
Dante De Gori served previously as the chief executive officer of the Financial Planning Association of Australia.
OCT 27, 2022

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.

'IN the Nasdaq' with Efram Slen, head of index research at Nasdaq

Latest News

Federal judge dismisses Eltek manipulation lawsuit against Morgan Stanley Smith Barney
Federal judge dismisses Eltek manipulation lawsuit against Morgan Stanley Smith Barney

Nine-month electronic trading freeze and share lending program at the center of dismissed claim.

RIA wrap: Dynamic strikes South Carolina deal to reach $7B AUM milestone
RIA wrap: Dynamic strikes South Carolina deal to reach $7B AUM milestone

Meanwhile, Rossby Financial's leadership buildout rolls on with a new COO appointment as Balefire Wealth welcomes a distinguished retirement specialist to its national network.

Rethinking diversification amid a concentrated S&P 500
Rethinking diversification amid a concentrated S&P 500

With a smaller group of companies driving stock market performance, advisors must work more intentionally to manage concentration risks within client portfolios.

Merrill pays second settlement to former Miami Dolphins player, client of ex-broker
Merrill pays second settlement to former Miami Dolphins player, client of ex-broker

Professional athletes are often targets of scam artists and are particularly vulnerable to fraud.

Schwab touts AI as its biggest growth lever at investor day
Schwab touts AI as its biggest growth lever at investor day

The brokerage giant tells Wall Street it will use artificial intelligence to reach clients it has never been able to serve — and turn the technology's perceived threat into a competitive edge.

SPONSORED Beyond wealth management: Why the future of advice is becoming more human

As technical expertise becomes increasingly commoditized, advisors who can integrate strategy, relationships, and specialized expertise into a cohesive client experience will define the next era of wealth management

SPONSORED Durability over scale: What actually defines a great advisory firm

Growth may get the headlines, but in my experience, longevity is earned through structure, culture, and discipline