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 ...

Dynamic Planner unveils 2025 developments set to transform financial advice with support for smartphone fact finding, data ...

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 ...

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, ...

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 ...

“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 ...