You and your acronyms: Will a new designation join a long list of financial advisor titles?
The M2SD designation was launched in November 2022. Will advisors gravitate to it like they have the CFP and other titles?
Wealth managers proudly display a long list of designations and degrees after their signatures — CFP, MBA, CPA, CFA, etc. — and deservedly so, considering the effort involved in achieving those titles.
Katherine Krantz, CEO of the Center for the Macro Specialist Designation, says it’s hig
Learn more about reprints and licensing for this article.