Lauren Schadle is leaving her post as chief executive of the Financial Planning Association after nearly eight years at the helm, the organization announced Friday.
Schadle has held leadership roles with the FPA for more than 20 years, previously serving as associate executive director and chief operating officer before assuming her role as CEO in October 2012.
The association did not detail Schadle’s next career move.
The FPA has appointed Patrick Mahoney as interim CEO, effective immediately, while the association’s board of directors conduct a formal search for a permanent successor, according to a release. The FPA did not provide a timeline for the search.
While Mahoney is an outsider to the FPA, he is a seasoned consultant. Currently, he helps guide the strategic leadership behind a number of global organizations focused on market relevance, innovation and growth.
Prior to his current position, Mahoney served as chief marketing officer at the Institute of Electrical and Electronics Engineers and former president and CEO of IEEE GlobalSpec, Inc., the press release noted.
The leadership shuffles come on the heels of the FPA’s announcement last week of its revamped website and brand. On top of that, the association is working on the FPA Virtual Externship program, which “highlights the important impact FPA, and its members, have on the financial planning profession,” FPA President Martin Seay said in a statement.
The Sixth Circuit sided with regulators - but its parting words may rattle the whole system
The fintech giant shifts its media strategy despite reporting record trading volumes this month amid its 10% staff reduction.
New Preferred Partner Program lets third-party asset managers including Federated Hermes and T. Rowe Price offer tax-managed separately managed account strategies through Franklin's platform.
Reid & Rudiger opened in 1999, the height of the dot.com stock boom.
Smithfield Trust marks the Birmingham RIA's first dedicated trust company acquisition, pushing total assets well past $35 billion.
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.