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Have you successfully negotiated a raise in PA?
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Unsure how EY handles it, but at PwC our Ethics and Compliance team offers a list of preferred advisors who are specially trained to follow all of the rules. I’d try looking on your internal site of calling your Compliance helpline to get that info.
Handle your own funds. I doubt you have enough where you need a advisor involved.
Invest in index funds. You won’t have a problem. Use bogleheads.org to ask questions. That website is very helpful for newbie’s