Corporate Roundup: CFP Board CEO Announces Retirement, HSA Bank Updates Logo

This week, CFP Board’s CEO announces his retirement in 2026, HSA Bank unveils a new branding identity, T. Rowe Price announces a strategic partnership, SS&C Technologies acquires FPS Trust, and more.

CFP Board CEO Announces Retirement

The CFP Board today announced that Kevin R. Keller, CAE, will retire as chief executive officer on April 30, 2026, after serving nearly two decades as the organization’s leader.

“Kevin’s visionary leadership has transformed CFP Board and the financial planning profession,” said Liz Miller, chair of the board of directors of CFP Board. “Under his stewardship, CFP Board has achieved unprecedented growth and awareness while elevating the standards of the financial planning profession. The organization is well-positioned for its next chapter of leadership and continued success.” 

“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. “CFP Board is stronger than ever, with robust leadership, clear strategic direction and momentum that will carry the organization forward. I am confident that the board of directors will select a successor who will lead CFP Board to even greater heights.”

The board of directors has established a Search Committee and will engage an executive search firm later this year to assess internal candidates and conduct a national search.

“Our next chapter builds on a legacy of transformation and growth at a time when the financial planning profession stands at an exciting crossroads,” added Miller. “As client needs, wealth demographics and technology continue to evolve, CFP Board’s strong foundation and forward-thinking approach will continue driving financial planning forward as a trusted, accessible profession that makes a meaningful difference in people’s lives.”