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 ...

Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.

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

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

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 profitable, ...

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.

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 ...

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 ...