Thousands of financial advisors — some with troublesome records from federal regulators — show no apparent blemishes on the CFP Board’s LetsMakeAPlan.org search tool. Buried in the boilerplate, potential clients can find links to BrokerCheck profiles that, in some cases, have dozens of disclosures. “Their behavior is 100% consistent with revenue maximization, 0% consistent with protecting the public and upholding a standard of excellence,” said Allan Roth, founder of Wealth Logic and a critic of CFP Board’s enforcement practices. #CFP #financialadvisors #financialplanning
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