CFP Board Appoints CEO, Betterment, Capitalize Partner on 401(k) Rollovers
CFP Board Appoints CEO
CFP Board announced that its Board of Directors has appointed K. Dane Snowden as chief executive officer, effective March 16.
Snowden will succeed Kevin R. Keller, CAE, who is retiring after nearly two decades. The appointment follows a year-long national search conducted in partnership with Spencer Stuart, a global executive search firm.
“After evaluating a broad field of internal and external candidates, including leaders from the financial services and wealth management industry as well as association executives, our Board determined that K. Dane Snowden was best positioned to lead CFP Board forward,” said Terri Kallsen, CFP, chair of the Board of Directors of CFP Board. “His selection reflects both the strength of our internal leadership pipeline and his unique readiness to guide the profession through its next phase of growth and impact. Dane’s vision is anchored in evolution, not revolution, building on our organizational strengths while anticipating where CFP Board can drive even greater value for the public, CFP® professionals and candidates.”
“It is an honor to be selected to lead CFP Board, serve the public and work alongside the incredibly talented and dedicated staff who advance and support the CFP® professional community,” said Snowden. “Kevin has created an exceptional foundation, and I’m committed to advancing that success while positioning our organization for the future. My focus is straightforward: build on what works, sharpen what needs improvement and find new opportunities to strengthen impact. Together with the CFP professional community, we will make the CFP mark essential by leading boldly and speaking loudly to elevate the profession.”
Snowden joined CFP Board as chief operating officer in 2023, leading the organization’s core business operations, including CFP certification, marketing, communications, public relations, public awareness, project management and human resources. In this role, he has served as a business partner to the CEO and Board of Directors, collaborating with the executive leadership team to execute strategic priorities and align resources to support business objectives.
Before joining CFP Board, Snowden served as president and CEO of the Internet Association and spent a decade as chief operating officer of the National Cable & Telecommunications Association (NCTA). He previously held leadership roles at CTIA (The Wireless Association) and was appointed by President George W. Bush as chief of the Consumer & Governmental Affairs Bureau at the Federal Communications Commission, where he helped lead the creation of the National “Do-Not-Call” registry.
Snowden served as a public member on CFP Board’s Board of Directors from 2017 to 2020. His volunteer leadership includes board chair roles with SMYAL and service with multiple industry and educational foundations. He holds a bachelor’s degree in political science from William & Mary.
Under Keller’s leadership, CFP Board nearly doubled the number of CFP professionals — from just over 50,000 to more than 107,000 — and launched a Public Awareness Campaign that more than doubled public recognition of CFP certification.
“It has been the privilege of my career to serve the CFP professional community as CFP Board’s CEO and work alongside our dedicated Board of Directors, thousands of volunteers, stakeholders and staff to expand access to competent, ethical financial planning,” said Keller. “I am confident that Dane will lead CFP Board to continued success and expansion. His deep institutional knowledge, demonstrated leadership performance and clear vision for the future position him perfectly to build on our momentum and drive the profession forward.”
Betterment Partners with Capitalize on 401(k) Rollovers
Betterment announced a new partnership to help Betterment customers find and consolidate retirement savings accounts.
Through the partnership, Betterment will integrate Capitalize’s Embedded Rollover API feature directly into its platform, allowing Betterment customers to digitally locate and transfer employer-sponsored retirement accounts, such as 401(k)s, into individual retirement accounts (IRAs) at Betterment.
“At Betterment, our mission is to empower people to build wealth with confidence and ease, and retirement plays a critical role in that journey,” said Mike Reust, president at Betterment. “Account rollovers are an important moment for investors, yet the process has remained unnecessarily complex for far too long. We’re excited to partner with Capitalize to help our customers consolidate their 401(k)s in a more modern, intuitive way, so they can stay focused on their long-term goals.”
“We’re excited to partner with Betterment, a company that has consistently raised the bar for thoughtful, goal-based investing and building wealth,” said Gaurav Sharma, CEO and co-founder of Capitalize. “Together, we’re addressing one of the biggest gaps in the retirement savings market by ensuring people make the most of their hard-earned 401(k) savings by consolidating them effectively. This partnership reflects a shared commitment to helping Americans grow their wealth using innovative investing and leading technology.”
This offering will be available to Betterment’s retail customers in the coming weeks.
MissionSquare Adds Hires to Managed Accounts Program
MissionSquare revealed two strategic hires supporting the firm’s growing focus on its Guided Pathways Advisory Services managed accounts program.
The new hires are Adam Harris, director of Managed Accounts Operations and Strategic Growth, and Jacob Dreiling, a senior product analyst, have joined MissionSquare’s Managed Accounts team, reporting to Jason White, head of Guided Pathways Advisory Services.
“The addition of Adam and Jacob helps strengthen our ability to accelerate innovation across our managed accounts offering,” said White. “As we advance our product roadmap—including the introduction of new solutions such as Advisor Managed Accounts—we remain well‑positioned to fast‑track the next wave of enhancements for our customers.”
As director of Managed Accounts Operations and Strategic Growth, Harris is responsible for developing and expanding MissionSquare’s advisory services program, including the introduction of new offerings. Prior to joining MissionSquare, Harris served as head of Investments at Advice by Athena, where he developed proprietary methodology including retirement and wealth risk frameworks, capital market assumptions, asset allocation optimization, glide-path design, and fund screening models. He previously held investment product and analyst roles at Empower and Great‑West.
Dreiling, senior product analyst, applies insights to guide product development and ensure MissionSquare’s managed accounts offering aligns with customer needs and business goals. His work supports user experience, business objectives, and product evolution. Dreiling joins MissionSquare from Fidelity, where he served as managing director working, with plan sponsors, advisors, and TPAs on retirement strategy and product adoption. He brings over 10 years of experience in investment analysis, product testing, and advisory collaboration.
“Expanding our managed accounts team is central to delivering more personalized, goals‑based advice at scale,” added Jeff Gibson, chief product strategy officer at MissionSquare. “Adam and Jacob’s expertise will help advance our strategy as we continue broadening our offering throughout 2026 and beyond.”
OneDigital Announces Leadership Promotions
OneDigital has promoted Bill Carew to president and Camry Blaising to chief operating officer.
Effective immediately, Carew will serve as president, reporting to Adam Bruckman, chairman and CEO. Carew joined the firm through the acquisition of Ovation Benefits in 2013 and has played a key leadership role in expanding OneDigital’s capabilities and geographic footprint. As COO since 2019, Carew led the strategic alignment of multiple business lines. As president, he will oversee OneDigital’s regional operations and platform-level businesses, with a continued focus on scale, performance, and client impact.
Blaising has been promoted to chief operating officer, reporting to Carew. Blaising joined OneDigital in 2019 through the acquisition of Northwestern Benefit, a Georgia-based agency, where she served as COO. In her new role, Blaising will continue to oversee day-to-day operations while leading OneDigital’s core national practices and Centers of Excellence, along with corporate operations functions.
“Bill and Camry have been instrumental in building the high-performance, client-first culture that has fueled OneDigital’s growth,” said Bruckman. “They have helped bring our regions, practices, and platforms together in a way that enables us to scale with intention and deliver more integrated solutions for our clients. Their leadership exemplifies the talent, vision, and commitment that powers OneDigital forward.”
In addition, Erica Zinkie has been promoted to executive vice president of Legal & Compliance, reporting to CFO Chuck Ristau.
Prime Capital Acquires Bradshaw Rogers
Prime Capital Financial has acquired Bradshaw Rogers Financial Partners, Inc., a wealth management firm headquartered in Salisbury, N.C., with $600 million in assets under management (AUM).
The partnership expands Prime Capital Financial’s national presence with a team of seven professionals, including founders Trent Bradshaw, CFP, AIF, and Brandon Rogers, CFP, AIF, joining as partners.
Founded in 2006, Bradshaw Rogers provides comprehensive, planning-led wealth management with a focus on integrated tax strategy, aligning with Prime Capital Financial’s continued expansion of its planning and tax platform. The firm supports clients through financial planning, retirement planning, investment and risk management, and tax coordination.
The acquisition follows the recent launch of Prime Capital Financial’s Tax Advisory practice.
“Prime Capital Financial continues to identify firms that share our planning-first mindset and commitment to client service,” said Glenn Spencer, chief executive officer at Prime Capital Financial. “Trent and Brandon have built an exemplary team with a strong tax-focused approach that complements our recent expansion into tax services. This partnership also meaningfully expands our presence in the Carolinas, which has been a key growth region for us, and supports a more coordinated, long-term approach to financial planning for clients nationwide.”
Bradshaw Rogers will continue working closely with clients while leveraging Prime Capital Financial’s resources, infrastructure, and national platform. Prime Capital Financial has an established footprint across the Carolinas, with offices in Asheville, Charleston, Charlotte, Raleigh, and now Salisbury.
“Our decision to join Prime Capital Financial centered on our ability to remain client-centric while gaining additional scale and support,” said Bradshaw. “The culture and long-term vision closely aligns with how we’ve grown our firm over the last two decades.”
Rogers added, “This partnership positions us to expand our capabilities while maintaining the relationships and service standards our clients have come to expect.”
Alaris Acquisitions acted as the advisor to Bradshaw Rogers for this transaction.
Modern Wealth Grows New York Presence with $300M Addition
Modern Wealth Management this week announced an asset purchase agreement of a Rochester, New York-based advisory practice led by industry veteran Craig Houck.
The transaction adds a four-person advisory team who oversees $300 million in client assets to Modern Wealth’s Rochester office, with Houck assuming the role of managing director.
The move is said to further expand Modern Wealth’s East Coast presence.
“Modern Wealth provides a platform that empowers advisors to deliver exceptional client experience while accelerating their own growth,” said Houck. “In particular, the firm’s deep tax planning expertise allows us to better serve clients navigating increasingly complex financial decisions, especially as they move through retirement. Joining Modern Wealth enables us to expand our service model, collaborate with tax and planning specialists, and deliver greater value to clients with more speed and scale.”
The hub delivers strategies for lead generation, distribution and client onboarding, alongside centralized support across marketing, technology, compliance, human resources and operations.
“Craig’s team’s decision to join Modern Wealth is a testament to the appeal of our approach— building strong local teams and giving advisors the resources, technology and expertise to thrive,” said Jason Gordo, President & Co-Founder of Modern Wealth. “Rochester represents our largest East Coast market, and the team strengthens our financial planning capabilities while supporting continued expansion in the region. They exemplify the type of entrepreneurial, client-focused and collaborative advisors we are proud to welcome to our platform.”
Kestra Financial Expands Advanced Planning Solutions
Kestra Financial announced changes to its advanced planning offering.
The firm has appointed Christine E. Brown as head of Advanced Planning, and has newly partnered with RightCapital, a provider of financial planning software for wealth management professionals.
As Kestra Financial’s head of Advanced Planning, Brown leads a team of professionals dedicated to supporting financial advisors and their clients as they navigate all aspects of wealth management planning. As a licensed attorney in California, Brown brings to her role over two decades of experience advising ultra-high-net-worth families on sophisticated wealth transfer strategies, trust administration, and estate planning.
“I’m excited to join Kestra Financial to lead its advanced planning initiatives,” said Brown. “Advanced planning is one of the most powerful ways advisors can help clients achieve their long-term goals, and I appreciate Kestra’s deep commitment to equipping its advisors with the tools and expertise they need to succeed.”
Kestra’s investment in advanced planning also includes a new partnership with RightCapital, a platform that offers planning capabilities, including comprehensive retirement planning, tax planning, and insurance needs analysis, among other services.
“We look forward to working closely with Kestra Financial, an organization that shares our commitment to advisor success,” said Shuang Chen, co-founder and CEO of RightCapital. “Together, we aim to empower advisors with modern, innovative planning tools that meet the evolving needs of their clients.”