As a IAR, what is your go to “news” source for our industry, and investment. Thank you

like
Posting as :
works at
You are currently posting as works at

I don’t think you have to have just one goto news source for our industry. There’s plenty out there that I review. InvestmentNews, FA Magazine, Horsesmouth, Nick Murray’s monthly newsletter, as well as vendor stuff like FirstTrust’s Brian Wesbury and RayJay’s Jeff Saut

smart

Lol one of you guys seriously reported me for making a Fox News joke? 😂😂😂

Related Posts

Can anyone comment on the chemistry department at GSK specifically the Collegeville, PA location? I'm looking to apply to an open position there but would like hear what current or past employees have to say about the company. Thanks in advance!

like

How much in-hand salary will I get. Thank you

Post Photo

I legit have ‘intermediate in Japanese’ on my resume because of all the anime I watch. No one's checked me on it yet

funnylikehelpful

What are some general warm-up prompts that can be applied to different texts & get students' wheels turning before a lesson or discussion?

like

I don’t know if this is just me, but I have SUCH a hard time putting my phone away. At work or at home I feel like I’m always checking it.

It’s definitely negatively affecting my sleep and can sometimes cut into my productivity at work.

Any tips for cutting down usage? I know the “don’t sleep with your phone by your bed” rule but I’m not there yet

like

I am having 12.5 lpa CTC with 7.7 YoE. How much can Delta Airlines offer?

like

can someone explain if a wash sale is bad?

like

Most of you are probably too young to appreciate this one.

Post Photo
likefunny

Looking for Sr Systems Analyst and Systems analyst interested in exiting into industry. Ideally you have 3+ years of experience implementing Oracle Cloud financials in the commercial space. Loc in DC

How can I join the all things MBB bowl?

like

BCs 🐐 as always....made a cool 6k 💵 off MAR/JWN/SBUX (this one was fun to day trade today) hoping AMD pays off into next week...

Re-opened SBUX 4/17 $72 and $70 in last 10min of trading.

like

Fun fact. If you make 90k at 30, you're in the top 9% of US earners. If you make 200k, you're in the top 1%.

like

Is Nagarro a top payee master in SDET role?

like

Who feels this way sometimes? Haha

Post Photo
likefunnyupliftingsmarthelpful

Best credit card for 22 year old? Looking for no annual fee. Have one through my bank but looking to switch if there are better options out there, I pay balance every week because I’m paranoid so not that worried about high apr

like

Salam friends..I am planning on sponsoring my parents to come to US. They are both above 55 and have some medical conditions. Anyone recently bring their parents as green card holders and what type of insurance and care did you get? I make ok money but adding two adults will def be challenging. Just want to get your ideas. Thank you and have a wonderful week ahead!

like

I remember when I first started working on my thesis project. My adviser asked me to get some funding for it, but he didn't give me any advice about how to do that. He just told me that if I wanted money for my project, I'd have to go through some kind of committee process and submit an application for funding from them. Sure enough, after weeks of writing applications and waiting around for responses from the committee members (who were always too busy), I eventually got approved for funding!

like

[Legal Tech] Hi there. I practiced at a big law for a couple of years and now have been moved in-house with a focus on Legal Tech (dealing with platforms, social media - responsibilities, safe habour, Ts&Cs, e-money flow, etc) I really love the job now and finally find the path and passion. I do like working on legal tech matters a lots. Anyone on the same major? Please share your thoughts :) TIA

like

When you progressed from staff 1 to staff 2 by how much did your semi-monthly paycheck increase (dollar amount)?

like

Additional Posts in Financial Advisors

Searching for a hypothetical tool. I use them quite often. JP Morgan funds had the Morningstar hypo on website and now gone. I called and they confirmed it was gone. Anyone know of another one?

like

I’m interested in hearing from Edward Jones reps that sell individual bonds. I read recently that bond pricing will become completely transparent and show the clients the full fees/markups. Concerns?

like

Does anyone lie about their age to their client? I'm 26, and have meetings with some older client sometimes and the question of age sometimes comes up - I feel like my age loses me cred.

like

For those of you that do a monthly newsletter, what kind of articles do you put on there and how many appointments have you gotten from people who previously signed up for the newsletter?

like

My coworker stands behind me sometimes and looks at my screen while I work... how can I politely tell her to gtf from behind me and mind her business??

Merry Christmas all. Looking for good books for 2018. Possibly related towards sales. Heard about questions that sell etc. any recommendations?? Trying to learn all I can as a new RIA

like

For you more experienced guys and larger producers. How do you go about pitching an idea of the phone if you are In another state from the person you are on the phone with?

like

Hello! My firm currently empowers my team to purchase external financial planning practices. most competitive multiples/accelerated deal structure. Live in N./C. FL. Strong past experience.

like

How do you open accounts over the phone? (Brokerage or advisory) please break it down step-by-step: what do you say when you call them? Do you open the account immediately in that first phone call?

like

Anyone switch their book from commission to fee only? Just curious how it went. Considering it myself.

like

How frequently do you back up your electronic files?

like
like

When your PC decides to install automatic updates just as you're about to host a prospect...

likefunny

Whatas the best thing youave watched lately? Need to lose myself in something good.

like

I get sad when people don’t ask me about my job at family gatherings/social outings because that’s all I have going for me :)

like

Had a seminar where 10 people asked for a follow up appointment. Got 4 or 5 people who aren't answering phones and returning calls. One in particular I felt was a perfect fit, and I believe she...

like

What car is you (your family�s) daily driver? Not a car guy post just genuinely curious what people drive around and if they like their vehicle

like

I'm at a meeting of top 70 advisors in our company, I've come to It for last four years I never ask a question. It's supposed to be a forum what kind of question should I ask my CEO to bust his balls?

like

At what point did you realize that you no longer had to fight to make it? Certain number of clients? Certain number of AUM? Maybe never?

likeuplifting

Can anyone here give me insight on what I should expect to get paid as an Associate Financial Advisor? I have an MBA in finance and I just got my CFP (3 years industry experience). I just want to meet with clients as part of a team and not manage my own book. I'm making $85k now, not sure if that's reasonable.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal