Been working in 401k service about 8 years, looking to go indie as a consultant. Any FAs here partner with consultants or thoughts on my market, particularly in light of DOL rule?

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

I think there's been an overreaction amongst many of the advisors/firms I work with, as well as my own company. There seems to be less tangible change than we're led to believe, at least in the 401k realm. More cya paperwork for advisors probably, but huge opportunity for those not afraid of being a fiduciary.

like

I don't have much for you on the matter of working as a consultant, but am curious on your thoughts regarding the DOL rule.

Related Posts

Everyone is finding the guy who spread the news that there will be a market correction in hike 😂😂😂

funnylikeuplifting

what are yearly hikes in legato for freshers?

likeupliftinghelpful

How much for Senior Consultant in Deloitte Advanced Analytics without MBA but relevant masters? Want to understand room to negotiation.

like

I am an Associate Consultant and I work in Oracle having CTC 8,22,950 and I am switching in Data Analyst and Business Analyst profile. How much should I expect my new salary?

Is $22.10/hr for Technical Support Specialist decent? Been with the company going on two years and have supported that particular department quite a few times. Currently sitting as an IT Tech and support general help desk and between tier 1 and 2 tickets. This will also be my highest paying job yet lol. Thanks in advance for any guidance!

like

We Indians are so poor we can't think anything else except money. Whole Fishbowl is all about YOe and Salary. No one interested about if any company doing any innovation or not. B-Tech colleges put ads with Package and Campusing only. Almost 99% Indian YouTube thumbnail is like "5 lakh to 40 lakh", "Interview Experience in bracket 50Lpa" etc.. Hardly we can see Foreign Editorial things marked with Packages.

#sharing thought.

likeuplifting

Ho all!!

So I have recently got an offer as V and V designer in Alstom with 13lpa

How is the role and company culture ? Does anyone know?

I have neither heard about V and V designer role nor the company name.

like

McKinsey & Company Can anyone confirm if McKinsey & Company are doing inflation salary adjustments as of Jan23?

like

LA Mid level planners, what’s your salary and years of experience?

like

Currently my base is 139K, SC2 commercial and the target promotion year is 2022. What % of base salary hike I can expect with exceptional ratings if I get promoted as planned? 👏

like

Hello Fishes,

Please help me to find the best offer.

Infosys: offer attached below + 1 lakh joining bonus

Walmart: 11.73 lpa fixed + 2.24 lpa variable + 1.68 lpa RSU + 3 lakh joining bonus + shift allowances + free food and transport.

Post Photo
like

What's the salary range for Manager position at Morgan Stanley .
Yoe: 4 Yrs.
Stack: Java.

Do we really get 15% variable pay ?

like

Hi ,
Need an advice and thoughts for the below companies too much confused which to join
YEO -5.3
Tech Stack- Java , Microservices
Salary - Almost same
1) HCL TECHNOLOGIES
2) Coforge - HSBC client
3)BMC SOFTWARE - But the tech stack is core java and legacy application
4) Synechron - Client interview will be post onboarding
Last 3 weeks remaining to complete notice period,would be really helpful if you let me your experience in aspects of wlb, job security, future growth & increments

TIA

like

Hi I am in ESG field with a potential offer from Australia- what is the competitive salary? I am getting 110 as a response from google searches but would it be safe to push for 140-150?

like

I’m located in WA and have been working as a certified medical assistant and front office specialist for the same organization and have 10-11 years experience. I graduated with my BS in Healthcare Management last September and I’m currently fast tracking my MBA in Healthcare Management. I have been applying for leadership roles over the last year and haven’t made any headway. I’m looking for some advice on actually moving into a role utilizing my degree.I currently make $25.80, with a raise soon

likehelpful

How do you make, or recommend making, a transition from the public sector to the private sector. Salary, insurance, benifits.

like

So I’m doing insurance defense in house and I’m wondering what senior managers pay starts out at . I feel like my position maxes around 160K currently at 120K . Also how much are bonuses usually I’m in my first few months 😅

like
like

What are chances of EY GDS retaining me after producing counter offer with 7 Lakhs higher than my current salary at EY?

like

What would be the ideal base salary for band 30 at Amex Canada? Role is Compliance Analyst.

like

More Posts

like

Just sold all my remaining LTC. Bought at $50. Waiting for another dip of ETH below $707 then buy ETH and buy LTC if below $80...

like

Hi All,

I have joined UST a Month ago and still waiting for a team alignment. Could some one tell me the alignment process.

Is salary credited for KGS today or will it be tomorw

like

Carnival 2020. Y’all going? And where?

Would you consider yourself FIRE if you quit, but your spouse is still working?

like

Happy Monday fishes!! What are the best job posting sites in your opinion and which ones have a higher success rate?

like

Anyone else feel being a creative director is just not all it was cracked up to be?

like

Hi Folks,
Expecting a referral for a position in Brillio.
Job I'd: R01518880

Can anyone help me?

like

Any insight on CAIA? Difficulty and whether it impacts salary?

like

What is the process to resign from EXL?
There seems to be no option to create a exit request

When is the progesterone oil shot suppose to cause pain? I injected my wife 15 min ago in the upper outer quadrant and she feels fine.

like

Grey NY news on 4-Day work week option. Thoughts?

like

Is it possible to go from Finance Compliance to Biglaw? I have 5y Biglaw experience abroad and NY license. Moved to NY for inhouse job in finance but considering moving back after 4y.

like

Anyone know of any short online ethics courses I can take for credits in Illinois?

like
like

What do you irrationally and harshly judge people for?

I assume that people who don’t rerack their weights at the gym allow themselves to live in filth and squalor and had their mothers wipe their bums until they were in middle school.

funnylike

Hello, I have recently relocated in Chicago and looking for recommendations to spend the coming holiday week in the windy city!
What are your favorite must do things or places to visit in Chicago for Christmas and New year Celebration?🎉

like

1st round with BCG tomorrow - live fit interview and online case. I'm getting nervous. Any last minute tips/advice?

like

Additional Posts in Financial Advisors

During the warm weather months I try to set up impromptu events (Storefronts, etc.) where I can be in front of people at little/no cost. How do you guys proceed to take advantage of the summertime?

like

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

like

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

like

What are some talents/hidden hobbies most of your coworkers don't know about?

like

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

like

*** CFP Prep Materials ***
Is anyone interested in purchasing CFP prep materials? I have Dalton study materials including their course books, their review study books as well as their flash cards.

like


CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

like

RME - have you used them for direct mail for one on one appointments?

like

Have you used RME for seminars or 2nd opinion mailers?

like

I am interested in speaking with FAs approaching retirement. Many have no continuity/succession plan. I want to help develop that plan and find them a successor. Do you know anyone I can assist?

like

Anyone with LPL that uses an outside E&O carrier for your registered rep needs? Their shit is expensive

like

At Wells, we have a monthly email newsletter (automatic) as well as an email platform on demand. Do you guys think clients receiving a monthly newsletter is too much and would look like spam?

like

Looking at starting the CFA journey. Schweser was recommended, but is it worth the added cost? If I'm subscribed to the idea that I am going to be spending 20hrs a week studying, is that sufficient?

like

If you are coughing every 5 minutes during flu season in the office.. please go home

like

What is the most expensive thing you have ever bought? How much did it cost you?

like

Signs someone is not cut out for this industry?

like

Who is proud of their office? Share a photo of your office; this is your chance to be loud and proud while providing ideas for others!

like

Speaking at a conference with Bitcoin and antique specialists soon. They are going to say the way forward is not the stock market, but alternatives - especially cryptos. How to stay sane in that room?

like

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

like

Looking for some other options in performance reporting from fellow RIAs, who DON'T have integrated solutions with their custodian. Currently using IAS. They cost me about 6k-7k a year. Fed up.

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

Scan your QR code to download
Fishbowl app on your mobile

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