What to look for when you outgrow your current financial adviser

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  • raybies Layton, UT
    March 15, 2013 9:03 a.m.

    it must be nice to have a financial advisor... or for that matter... money.

  • Max Charlotte, NC
    March 11, 2013 12:39 p.m.

    The CFP and MSFS (Master of Science in Financial Services) are fine credentials but with the MBA it depends. If the MBA is in accounting or finance, fine. But MBAs in marketing, management, information systems, etc. are of little use in the field of financial advising.