Anyone have any experience with xy planning network? Thoughts?

How much do entry level media buyers typically make in NYC?

Have you received a performance evaluation that you did not agree with? And how did you deal with it?

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?

Fresh grad, just started work in the US (~1 month in) but want to move back to Dubai due to personal reasons. Will hitting the 6m mark (1y won’t be possible - immigration) be helpful? (Cont)

Trying to go to Mexico on June, looking for beach and good places to party safely 😬

Can you share a problem that you encountered in your last research project? How did you overcome it?

Posted in the advertising job board and posting here as well! We have a few open analytics positions across multiple teams for an IPG agency in New York. Can be remote for now. Shoot me a DM if you’re interested!

What are the best ways of tax exemption

Anyone work in tech and blockchain? What exactly do you do?

I have given 3 rounds of interview in Infosys for a position in SAP in Mumbai location. They are scheduling one more round next week. I got automated calls and interviews were scheduled. Have no idea who should I check with to know the progress.
Is it normal process in Infosys ?

Been riding my bike recently and am getting grief from those close to me that I need to wear a helmet . M here — any suggestions ?

Hi fishies! Considering an internal big 4 move from Western Europe to Dubai. Not sure about WLB and whether there’ll be enough growth and learning opportunities after reading some of the threads here. Anyone up for sharing their experience? Especially concerned about sexism / racism as a WOC…and whether moving back to Europe in a few years will be difficult because the ME experience won’t be considered valuable.

Anyone else down to bang their boss? Any success/awkward stories about playing with a direct supervisor?

Working at a company and they can’t seem to hold on to their female, black and people of color employees. I blinked and 3 of the people who were in my onboarding class were either fired or they left. For context I’ve been in company less than a year and there are people who have been in the company 25yrs. I’m thinking of cutting loose before it gets to my turn.

Guys
Any idea like how much time is normal for project to be assigned for new hire in deloitte. Is it something to worry if not within the 15 days of joining. Views pls.

Hi Fishes, Have a query. My spouse is working in the electrical and electronics field for the last 15years, in various GCC countries. Now he wishes to come back to India and wants to join some company here. But seems like similar opportunities are very less, say close to 3-4%. What is your opinion if he takes a DevOps course and do a career change ? What will be the % of getting interviews ? Even if he gets selected, how much will he get?
Please reply.

Hey guys can anyone refer me in Airtel having 2 years of experience in QA automation and manual testing.
Im already on notice period,🥺
Please do refer me guys.
Preferred location Pune 💖

For those who had a successful pregnancy with ivf, do you remember when or if you had the symptoms? I am now 10 days post transfer and dont really feel anything except lazy and tired but that could also be from progesterone supplements.

What % increment did you get in Oct cycle?

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

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 anyone have insight on what a trading/portfolio manager role should make at a smaller RIA (less than $2B AUM). I am the first in my company to be in a trading position so am not sure what I should be expecting in terms of salary and overall comp. Thanks!

Anyone familiar with or us Snappy Kracken?

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

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......

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

Best way to generate leads today?

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

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

How do you advertise?

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?

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??

Any advice for someone in the middle of a merger?

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

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

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

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

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.