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?

Does HCL give any joining bonus to immediate joiners?

Does anyone here have an experience of filing an EB1A or NIW petition. A law firm suggested me to first do a NIW petition and then follow it up with EB1A. Is it a good strategy to do it this way because NIW is more certain and gets a place in the line? Am I missing something? Should I instead file an EB1A directly?

Also, any good law firm suggestions for EB1A petitions based academic credentials? Thanks for the help

What’s a good entry-level salary for a strategist in the Bay?

Why is Alberta not conducting PNP? When is the next PNP draw for Alberta? Any information is appreciated!

Is it harder to get into business school than business school itself?

Can I export a list with all emails I sent for the month? I would like to use it to compare to my billed time to make sure I don’t miss anything. Usually I go through my sent inbox but it has so much extra info so it’s not a quick scan. Plus outlook does weird things sometimes like combines conversations so I only see most recent sent item in that convo. Alternatively, do you have a good way confirming you caught all of your email time?

Hi all, interested in an Pre Sales Leadership role at Hubspot, anyone have an idea of pay and if there’s a good Pre Sales Leadership team/culture?

Joined JPMC in September as 602 associate. How much to expect in performance bonus and appraisal hike?JPMorgan Chase

Best Christmas activities and events happening in the city?

Hi guys,

I have 4.8 years in Automation testing and looking for job change.
Please let me know if any jobs.


Thanks much

How is CGI pune office?
Will CGI provide work from home for initial days?

Hi
Hope you are doing well

I was working with Mindtickle.
And unfortunately got laidoff from Talent Acquisition team.

I'm looking out for change as Talent Acquisition, would you mind to refer in your current organization Or can refer in your connection if someone has the opportunity.

Location - Delhi NCR /Remote
Exp- 5+year. Relevant (2.3year)
Notice- Can join immediate

Regards
Aditya

Hi,
In Capgemini how to connect to manager for job id posted in MY MOBILITY - JOB FEED.

For those of you with immediate family members who are at high risk, how are you doing? I find myself being very anxious and stressed about my father getting sick.

What is everyone’s salary and what do you guys do?

If I don’t have kids but I’m divorced. Can I still be part of this bowl?

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?

What is your experience with The Bill Good Marketing system?

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.

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

My wife left her job that provided us health insurance for a reasonable rate. So I’m finding myself searching for some reasonable alternatives. What are you guys doing? Any cooperatives?? Or what??

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

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

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

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

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

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.

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.

How do you advertise?

Any advice for someone in the middle of a merger?

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?

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?

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.