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.

The pay packages show the need for banks to "continue to be competitive and retain these CEOs because the financial markets still have some uncertainty going into 2025," she said. What follows is ...

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 ...

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.

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

CFP Board CEO Kevin Keller announced plans to retire in April 2026 after leading the organization that administers the ...

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 ...

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 ...