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.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
