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These shortcomings were primarily due to “systemic, longstanding, governance-level weaknesses,” a new report says.December 18
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A Kingdom Advisors support group at LPL brings together representatives around the growing professional title.September 19
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A task force will issue recommendations to shore up the disciplinary process ahead of the board's November meeting. Here’s what advisors need to know.September 19
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Rather than learn from the mistakes exposed regarding false listings of advisors’ “fee-only” status, the board doubled down on looking the other way.August 2
FounderWealth Logic
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The certifying body says it will no longer rely on advisors’ reports and it is convening a new task force to modernize enforcement.July 30
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Three-in-four clients say their advisor’s professional certifications are important to them. But that doesn’t mean they have any idea what they are.June 20
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A young advisor put her faith in letters and numbers until a client set her straight.June 7
CEOCapital Benchmark Partners
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The certification could stop being the gold standard and become the requirement, if only the regulatory path were clearer.December 26
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The issuing organization is working to expand the number of firms allowing the certified kingdom advisor title to be used in marketing materials.September 6
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Missouri legislators inadvertently passed a law that would outlaw the Certified Financial Planner credential.August 16
