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Independent RIA

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

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Posting as :
works at

I think you could “indirectly” charge by having a slightly higher AUM % on other assets or do a fee based financial plan (either one-time or ongoing) I do them for free as a value-add.

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*managing

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Additional Posts

Any Accenture UK consultants here?When does the performance cycle start every year? Ill join in Jan and they promised me a promotion after first year so wondering if I can still hit the annual targets

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Anyone worked on exclusively internal role at Deloitte? What’s it like?

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I’m actively interviewing and one position seems really great. The work is exactly what I’d like to do and the commute is 10 minutes. Pay is also good. The issue: company is 15% woman...

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What’s the M1 Tax salary in OH? I would be renting, please share the cost of 2/3 bed apartments. Thank you.

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Hi McK 🐠! I’m interested in applying for generalist or healthcare roles at McK. I have an internal referral from an EM. I’m trying to figure out the right timeline for my application. I have a non-MBA masters and ~2 years of exp. Can anyone provide guidance on how I should navigate the recruiting process?

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Hello moms! Does anyone know what is the pwc transfer policy for pregnant woman? I need to know when I can ask my team to not travel anymore. I am 20 weeks pregnant. Thanks

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Anyone know what Deloitte federal paid MBA campus hires to start this year?

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Anyone experience trouble disclosing pregnancy with the partner they work for? When I disclosed I’m expecting my first child the partner quickly informed me of how much of an inconvenience

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Worked with an M & D on a project, both of them wanted to work with me again. My project now is coming to a close. Is it wrong to ping each of them and ask if they have any projects coming up? CONT

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Any openings for third party due dliligence/ compliance? Thanks!!

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Which agency in San Francisco has the smartest work?

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Do you have friends and family in healthcare with student loans? We are conducting some research into student loans in the medical space and would love to talk to a few folks...

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Are EY and PWC currently hiring for healthcare consulting roles? Can’t seem to find any positions on their sites. Thanks!

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Happy Passover to all who celebrate it!

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WFH fishes - what’s your current home office monitor setup? My current crappy 22 inch monitor is going and I want to upgrade to 2 external monitors. All advice or experience would be appreciated!!

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Which is shittier, four points by Sheraton or regular Sheraton?

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Former PwCers- does PwC typically claw back signing bonus if they fire you for underperformance? If you weren’t grasping material on projects or getting on well with the team. My employment contract s

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Noticed enormous Marriott point balances in other thread - are you guys just not redeeming? Or do you really use Marriott/SPG branded CC for all your spend?

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Any recommendations for a camera with a built in light? Ideally one I can attach above my second monitor. Asking here because we all know the best recommendations are going to come from our bowl lol

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I am doing my best to get into IT or Cloud consulting and for the life of me I can’t get anyone to contact me back!! Any advice anyone!! I have 15 YoE, i am currently in a DevOps role with a Masters!

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