LPL Financial picked up a couple of new teams and RIA aggregators Corient and Prime Capital entered into some big ...

During Oros’s tenure as CEO, he oversaw more than 50 M&A transactions, including the addition of NEPC, and grew assets under advisement from $57B to $1.8T.

CEO succession planning can be challenging as the board must identify a leader with the right skills and experience. So ...

Chief Operating Officer Dennis Moore is taking on the role of interim chief as the profession mourned the loss of a dedicated ...

CFP Board CEO Kevin R. Keller will retire from the organization at the end of April after serving in the position nearly two decades, the standard-setting advisor organization announced. The CFP Board ...

The CFP Board will be searching for a replacement for CEO Kevin Keller who will be stepping down in April 2026.

Patrick D. Mahoney, the CEO of the Financial Planning Association, died Saturday after "a long and very brave battle with cancer," the FPA announced. Dennis Moore, the FPA’s chief operating officer, ...

These two factors transcend age, beliefs, and gender. It’s no understatement—America is undergoing profound change. While much attention sways to technology and automation, a more fundamental ...

CFP Board today announced that Kevin R. Keller, CAE, will retire as CEO on April 30, after serving nearly two decades as the organization’s leader.

Mahoney, who guided the nonprofit through a turbulent time in its history, in addition to the pandemic, died late last week.

With the "deepest sadness and heavy hearts," the Financial Planning Association announced that CEO Patrick D. Mahoney died Saturday ...

The association is mourning former CEO Mahoney, who passed away Saturday, while implementing a planned search process for his ...