Anyone work for Ameriprise? I’m trying to decide if I should join their branch model. I’m currently in the bank channel and I want out. I have around $60 Million in AUM. Maybe around $15 Mill portable.

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Stay AWAY from the employee (branch - P1) model. Maybe if you can join a P2 indy office, it might be ok.

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Related Posts

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Hi fishes,
from Rpa learning prospective which one is better. Coforge EY . please help me.I have joining on tuesday.

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Can anyone enlighten me on the difference between CDP and Strategy? If I have plan to move to strategy what can I do ? Also is there a part of strategy that focuses in Healthcare?

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I hated the Cheetos ad when I saw it last week until I saw all the other ads that came before it today :/

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Natwest group Risk and Controls Analyst role - is this going to have more day to day fire fighting? The JD gives a flavour of more stakeholder management than problem solving. Have I understood this correctly? Thanks in advance.


The Job ID is #R-00151799

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Hey Fishes,

Does anyone know any reliable password generator and store application within PWC app store or network?

There is multiple applications and I dont want to strore passwords outside of pwc or in google linked pwc account

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Hello, which is more beneficial Master’s in Human Resources or PHR Certification?

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Can someone help in understanding the role and expectation for Associate Principal Engineer in nagarro ?
Also whats the difference b/n Associate Principal Engineer and Associate Principal Consultant ?

Why couldn’t the Indian subcontinent industrialize before Europe? What lacked in us?

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Hi all, want to know how many people have applied for PR or got it? Is there anyone who moved to Canada recently?

If there were no practical obstacles whatsoever, what area(s) of law OTHER than your current practice area would you want to explore, and why?

I’ve been so specialized for so long I’m not even sure how to answer this question for myself. Once upon a time I was somewhat interested in tax but I’m worried that’s where fun goes to die. I kinda dig admin law, although that’s cheating a bit because I work with a federal agency.

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Lunchtime break you guys! I made the most ridiculously labor intensive corn chowder. I have time because I quit at the beginning of busy season. Man, it was good (quitting and chowder)! I also have an Instagram @tinyhappykitchen 😁

Post Photo
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If your an experienced staff or senior with hedge- fund experience and want to move to Dallas, DM me to discuss discretely. Honestly great team. Turnover has been low for last 18 months at 10%. Compared to 40-50% in other places. Crazy hours feb-apr, 40 apr-jul, 45 in Aug, maybe 50-60 that last week of aug/ early sept. <40 post 9/15. We have a need at the senior level to fill a gap. Seniors help is needed everywhere so if your interested, come cash in your chips!

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Hi All,

Hope you and your family is safe !

I am an US tax consultant specialised in Fiduciary Tax services. I am looking for a prep/review jobs in PwC. I am well versed in prep and review of 1041,1099, hedge fund K-1s, and additional tax returns required for a trust/estate.

Please let me know of any job opportunities in the firm.

Thanks in Advance :)

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Has anyone started on anti-anxiety or anti-depression meds due to covid? Has it helped in any significant way? My mental health is really suffering and I’m considering medicating but so worried about all the possible side effects 😞

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How is it like working with EY HUL client as a senior consultant?

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Can someone provide question bank with Answers for Oracle Order Management cloud order to cash 2022 implementation professional 1Z0-1077-22 exam

likefunny

How are appraisals at Wissen Technology ? Wissen Technology Wissen InfoBeans

Additional Posts in Financial Advisors

What is the most uncomfortable thing you've ever done in your career that, looking back, you're extremely glad you took the leap and did?

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Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

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How do you guys deal with portfolio drift? My personal portfolio has drifted due to great performance. Now my dilemma although good is do I reduce it. The problem is this investment drifted from 20% target to 25% but I still think it’s undervalued.

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Does anyone think there is long-term viability in Cryptos?

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Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

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Anybody deal with large clients? In the tens of millions? How would you handle this?

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We get paid to be right all the time, to have the answers when other don't. I love being right. It drives me. But it's driving my relationships into the ground. Anyone have any good advice?

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Hi All, what’s your perspective on the CFP? I’m looking to enter into Private Banking and I think it would help.

Also, for those who recently took the CFP. What material did you use to study?

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If pitching one stock was old school cold calling, what’s a new school cold call like?

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What are your goals for September? Personal or professional.

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How many of you hold the paranoid illusion that you're a fraud at what you do and will eventually be exposed for all to see?

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What time do you get up in the morning?

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How do you feel right now 1-10? Why?

Finance has received quite a bit of flack for lack of gender diversity - but how can firms go about attracting and retaining more female talent?

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For those of you who have had to increase soft skills as a means to grow and expand client relationships, how did you go about this?

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What do you think of Prudential's VUL policies? Do you think their prices are competitive? What do you think of the investment options inside their VULs?

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What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

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Have a buddy from college who has a firm in Europe. He wants to expand is looking for someone to run it together. Wife is begging for me to do, but I'd feel pretty uneasy up.

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So the fiduciary rule got tossed yesterday

likehelpfulfunny

AND SO IT BEGINS- UBS EXITS BROKER PROTOCOL

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