Any advice for someone in the middle of a merger?

What are your favorite apps that encourage healthy lifestyle in your patients that might need changes in that area?

Looking for in-house work, feeling depressed about the options in Chicago. Anyone have any leads or advice?

Need a recommendation for a contract analytics service provider. Don’t need the lifecycle or repository bells and whistles, just need something I can feed 10k documents and it provides me with data points, preferably individually and in aggregate. Does something like this exist??

Need like for completing profile. Thanks.

What’s the difference between FAAS and FDD? Also which one pay better?

Does anyone have a recommendation for a good OB in NYC?

any advertising books suggestions for junior to read?

How are fellow desi single fish spending Christmas?

If you’re working with a freelance recruiter/ headhunter but know of open positions outside the ones they’ve brought to you, is it best to reach out to the agencies yourself or through the recruiter?

Recruiters, is it frowned upon for candidates to reach out to you on DM on Linkedin? Or does it show that they’re more interested than just submitting an application?

I have resigned and my agency is not counting my approved PTOs for two weeks. I put notice for 30 days, is there any way I can negotiate? Or is there any law that prevents companies to cancel hard earned PTOs?

Hello Everyone,

I have received offer letter from Optum Global Solutions India recently and I am seriously considering joining it(I also have offers from Deloitte USI and Verizon).
My breakup annexure mentions 4 components apart from RRP and PF. Basic, HRA, Flexi, Special Allowance. Either the Special Allowance or the Flexi is not included in the CTC mentioned in offer letter. So I want to understand how the Flexi and Special Allowance are paid monthly. Can someone please help?

How much job grade 105 is getting paid now? Started working at cvs as pharmacy Tech 2 years ago! I’m thinking of leaving because not much upgrade and No promotions!

This is my first day on here. I’m an LPN working from home doing remote patient monitoring. I am looking for the average salaries for LPN Nurse contractors. I hope this is the right avenue for that question.

My company is giving me a reimbursement while I go to school. It’s capped to induce me to study part time. I decided to go full time. Pay the difference out of pocket so I can graduate quicker. I have been working as a manufacturing engineer tech for 4 years without a degree but this May I will get my bachelors in Mechanical Eng. Currently making 63k a year, hourly. What should I ask for when I graduate? Living in Southern Pennsylvania.

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

How do you advertise?

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......

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

What is your experience with The Bill Good Marketing system?

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 .

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.

Hello Everyone! I am newer here and just wanted to say hi and introduce myself! I work with a Hybrid Independent RIA. If you are an FA curious about Independence or are considering a move, feel free to reach out to me here or directly on my cell. 205-218-6962. Have a great day!

Anyone familiar with or us Snappy Kracken?

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

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?

Part of a BD now, thinking of going on my own as RIA. Costs would be about 50% less, which makes it seem like an obvious choice. Have a deep family friend relationship with current firm, though. I don’t want to burn a bridge, but am I crazy to be a bit upset that the relationship could keep me from doing what I think may be right? Really struggling with that part of the decision.

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

Anyone have any experience with xy planning network? Thoughts?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

How many times do you follow-up with clients for an annual review? Do you email and call? I have emailed twice (no calls yet) but no response from the client. Keep trying or wait for them to reach out to you at this point?

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.

Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?