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 ...

“We remain committed to thoughtful succession planning and long-term strategic ... position,” said Sundie Seefried, co-CEO of Safe Harbor Financial. “Terry’s experience in business ...

Investors in BNP Paribas are starting to consider who might lead the bank once long-time chief executive Jean-Laurent Bonnafe ...

Financial strategy is the backbone of a company’s long-term success. CEOs who master financial planning, cash flow management, and investment strategies ensure that their businesses remain ...

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

This groundbreaking partnership bridges the gap between business financial tools and personal wealth management ...

During his nearly two decades at the helm, Keller has overseen growth at the organization that administers the certified ...

“Kevin's visionary leadership has transformed CFP Board and the financial planning profession,” said ... professional community as CFP Board’s CEO and work alongside our dedicated Board ...

Sundie Seefried to Immediately Become Co-CEO and Retire in 30 Days; Will Remain on Board of Directors Post-TransitionBusiness Transformation ...

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 ...