Anyone have any experience with xy planning network? Thoughts?

What is the HRA policy in Accenture? I got to know that i can't claim HRa if my base location is city A and living in a rental accommodation in City B?
Is that true?

The process to get a 3 star rating for your island to get the island designer app so you can finally build paths on your island in animal crossing is revolting to be honest. Anyone else dealing with this nightmare?

Anyone working for Oracle Cerner / Cerner Corporation and can provide a referral?

Any designers with ~4 years experience in nyc looking? Agency side but work is for a finance client. DM me for info and I’ll pass along books.

My manager continues to ask me to help other teams and do work on other billable projects. I’m sick of it .. and I’m going to explicitly say that no I can’t do it because my hours are taken by the existing project we are doing. Is this appropriate?

Since I am not getting calls because of notice period can Capgemini.release me in 30 days if i don't have much work in project?

I’m Looking for a flexible 100% globally Remote opportunity in either of these:

Project Management
Scrum Master
Delivery Manager
Digital Manager

Any help would be greatly appreciated🙏
Please like to push the app to share.

Does oracle has a office at Kolkata ? My current location is banglore , can I change my base location to Kolkata ?

If yes , what's the process ?

Interviewed for final round, Paytm. Post few hours, received mail from HR regarding required documents such as salary slips etc. What does this mean? I’m confused.
FYI , salary negotiation is not happened yet.

My boss asked me what id like to do moving forward at work. The department im in has gone under many changes the past few months. I was really hoping the business would put me in a place they “need” me but instead it’s up to me…
My goal is to reach the top, climb the ladder and one day be CEO. I have a lot of outside influences that make this a possible venture.
I’m currently in sales but don’t know if the right path is to continue in.
What should I say to my boss, knowing I’m on right path?

Does anyone else feel like they need to jump to LA to start making real money?

Recommendations for best ways to save for retirement after contributing to 401k up to match and maxing out Roth IRA?

Are private equity operating roles considered respectable and prestigious in the buy-side space? What does the compensation look like for an associate at a LMM firm?

Any tips (formulas etc) for preparing for bcg online case?

Is anyone else worried about an upcoming market crash, similar to the dot com bubble?

Why are markets up today ? Has the panic subsided?

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 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

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

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 .

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......

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.

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

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?

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?

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

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...

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?

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?

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.