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

Any ZSer who has taken HPV vaccine?

How long did you hear for an update after applying to visa with or without a referral?

Hi guys, I have a interview in PwC India for Tech Consulting role. Director have asked me to present 2 slides PPT on topic relevant to Consulting.
Please suggest which topic should I choose to present.

Anyone here from NYC? Be cool if there was a meetup.

Where can I get a competitive intelligence template deck for comparing cybersecurity service providers like big4, accenture??

I’m working on my PhD while working full time ... any tips?

After everyone gets vaccinated, thinking of starting a desi singles meet up. Details will be shared later. Who’s in?

Here to find my Holidate 🙆🏽‍♂️

I’m 25 and have found a duplex I’m considering purchasing as a rental property. Planning on renting both units and have the cash to make the down payment without an issue. My cash flow analysis has a payback period of 3 years for my down payment and a 13 year payback period for the whole investment. I think financially it makes sense. My question is, is it realistic for a 25 year old young professional to handle dealing with all the extra curricular’s that come with owning a rental property ?

Which consulting company has the highest level access to WWBD in pharma?

I recently got an offer from Accenture in the TDP program. My official title is Technology architecture delivery analyst. I want to negotiate and ask for more, but there is not much information online on how much I should ask for. Can anyone provide any tips, tricks, or advice? Thanks in advance!

Still waiting for the Heinz soup response

What is the scope for RPA BA profile in terms of - Job security, Growth and salary?

Will employee get any mail once PES is complete from first advantage, how long does it take ?

Hi peeps

Can you please like the post

So that I can get likes to make use of this platform

Thanks in advance

Any help would be appreciated.

My current tech stack is Microsoft Powerapps, PowerBI, Powerautomate administration.
But when I search to switch jobs in the same, the options are very less. Why? Can anyone suggest? or, what exactly should I search for related jobs?

Should i change my domain? or, Should i study something else in the same domain to get jobs???

YOE:2 yrs

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?

Anyone with experience using a VA that serves financial advisors specifically? We are considering outsourcing some of our administrative tasks.

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.

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

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

Do we need to do anything special to accept international investors?

What’s it cost to work with an attorney when leaving a firm?

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

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?

What is your experience with The Bill Good Marketing system?

Texas FA’s when is your office re-opening?

How do you advertise?

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

Anyone use SmartAsset for leads? Any success?

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.

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

At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

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?

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.