ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

Anybody working for VISA with the payroll of Foray software pvt. ltd?

Anyone have some successful math performance task ideas to share? I need a few more creative ideas for my Algebra 1 Curriculum.

LA! Hiring mid-level CWs and ADs! Must have video prod. exp. and be very conceptual.

Solos and teams apply!

LINKEDIN ME (I’m bad at fishbowl)
Samantha Schneiderman (director of creative services)

Anyone feel frustrated at times with the super aggressive sales personalities we deal with? My AE is always pushing on every ask no matter how minuscule it is. My vp is super anal about anything we do. I understand these guys pull in huge commissions and bonuses that’s why they are so motivated. However what I personally feel is they just nag us until we do the job according to their spec. Just venting……anyone else feel the same?

Is anyone here in KPMG’s CRM Risk practice? If so do you know if they are still hiring??

After clearing both of the technical rounds HR contacted over mail for expected ctc and other things.Can anyone tell if my expected ctc is higher then is there any chance they will not reply or delay the discussion or they will straight away deny?? I am waiting for the response from hr from past 7 days.

Hi, I was promoted to Associate in March. Am I eligible for October annual hike?

Hi anyone from infosys who has joined cognizant please ping need help urgent

How do I cancel my New York Sports Club membership?

What are some nomad options in NY if you don’t want to sign a lease?

What are some good commuter towns outside the city for first time property buyers? Ideally commute by rail.

Is it possible to ask for joining bonus in ibm since I didn't request during the time of offer.. i am yet to join ibm.. Could you also suggest a good reason to ask for joining bonus?

From which month revised salary ( which is done during the end of the pay cycle) is credited to the employees in deloitte india

When does Accenture Capability pay Variable pay? If I join in May, when will I get the variable?

Looking for advice. These are the highest priority offers I am holding and around 15 days NP left now. I am planning to finalise the company from these offers. Help me with the selection based on Job Security, WLB, Designation Offered, Growth(both learning and financial), Brand Value etc. TIA.
YoE : 4.7
Package is almost same in all the orgs.

1. Koch Industries
2. IDFC first
3. Infostretch
4. CTS

How do I become employee of the month? Where I work, being named employee of the month comes with a great bonus that you can get whenever you're honored with this title.

I don’t get paid to write advertising. I get paid to sit through meetings like these. Kill me.

What is your experience with The Bill Good Marketing system?

How do you advertise?

Why did you go the RIA route instead of a BD/HYBRID route? Did you start as an RIA or somewhere else?

Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

Anyone familiar with or us Snappy Kracken?

Just made the move from a wirehouse to join an RIA! So excited!

Are any RIAs charging for maddening 529 plans? If so, how?

Average salary for a Senior Associate who’s in the process of getting their CFP?

Anyone familiar or use Elite Resource Team? Looking to explore their Team Based Model .

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

Any thoughts on xy planning network?

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Anyone have any experience with xy planning network? Thoughts?

Looking to refer a friend in the Las Vegas area to an independent advisor for term insurance and basic retirement planning.

Does anyone have any good ideas for client appreciation gifts for certain mile stones that don’t break the bank besides a gift card? i.e. when they have been with me for 1 year

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

Any advice for someone in the middle of a merger?

Anyone use SmartAsset for leads? Any success?

For those of you out there that are your own independent RIAs, what performance/billing reporting software do you use? I researched multiple providers when I first set up my single man shop......