Client has old 401k we are trying to find & it’s been a struggle. Old employer is out of biz, Voya doesn’t have enough info to tell is where it is - just that act closed. Any suggestions? Continued..

Hi all! I’m new! I started the year off planning to save for a home for myself, then rates skyrocketed. So we’re holding off. Fast forward to the final quarter of the year and we were presented with the idea of a residential assisted living facility. The problem there is we’d still need to acquire property in order to run one. The only difference is the RAL would be a business and is already registered as such. Does anyone have any experience here?

Alright this bowl has convinced me I need to buy a Rolex. Where do I begin? I know my brother got a Batman GMT after about a year at a jeweler he never purchased from a few years ago, but was he just lucky? Do I need a relationship with an AD in today’s market for a Sub or GMT? Based in Seattle but would prefer to buy in Oregon to avoid taxes

Which Big 4 is the best to be at regarding work culture and benefits? Especially during these tough times.

With interest rates between 6.5% and 7.5%, it is safe to say that buyers are slowing down in their search.

I am a real estate agent who is in the process of closing on her first home. We offered $15k under list and asked for closing costs to be paid for. Granted, this is in a very small rural town; however, just know... If you have been looking for a home for the last 2 years and have not had great luck, now is the time to take advantage of the changing market. You can refi when rates drop.

Anyone heard of Prescient Healthcare Group?

How long does is usually take to get staffed on the first project? Joined 11/15 and still no project... Fyi, I am in the commercial side. Should I be worried? Ive contacted my RM couple times and am reaching out to my network 😢

Hi, can someone tell me if I need to manually claim higher rate tax relief on Accenture UK workplace pension e.g. via self assessment? I had assumed it was all taken care of out of the pay packet as it’s a net pay scheme but I have a financial advisor telling me otherwise. It’ll be the first I ever heard about it if so…guess I’ve lost a load of money…???

When you’ve put in a lot of hard-work as a developer on a great project and received the best performance award but compensation has been same since Day 1…and have completed 2 years in the company. Furthermore no signs of compensation going up…Is it the best time to leave or stay? Additionally too many management changes have taken place that everything feels out of place.

Has anyone left healthcare and is now really happy? I’m an MSN, RN with 12 years hospital experience. I’m burned out and tired of making crap pay. I have an opportunity outside of healthcare that would pay more and challenge me in new ways that I haven’t experienced before. It’s a total shift that would really heal my work-life balance, job satisfaction and budget. My only fear is that I would not be using the license and degree that I worked so hard for. I would appreciate any input!!!!

Does BCG hire external hire project leaders without an MBA?

Anyone out there using Wealthfront? Lending Club? Fundrise? CircleUp? (or their equivalents) - what are your thoughts? Safe vs. risky; firm compliance issues; preferred investment, etc. Thoughts?

Does anyone work in Dubai or Singapore who can give me an idea what you get paid? Thinking of making the move from Norway. Lower/no personal income tax is the incentive - paying 47% 😭

How long do fed agencies give for maternity leave? does it matter if you take leave within your first year? does it vary from agency to agency? Specifically interested in SEC/CFTC.

Realized my savings account interest rate is now higher than my mortgage rate. No way I pay that off early. Eat your heart out Dave.

Hi,

My PF memberId starts with PYKRP, is it same for everyone?

Does anyone knows a company that is hiring. I've worked with health insurance for over 20 years. I am stagnated on my current job. The salary I am looking for is $48,000 or more. I live in greenville, sc

Anyone have a recommended tax person in Chicago?

Will start my first project in a few weeks. What would be best for my learning experience between the options below:
1) on site project
2) remote but more exciting project (industry I love)

Friends Alcon is a Switzerland origin product based MNC. If qny one needs any information regarding company culture, work life balance, benefits etc feel free to reach out me.

I would love some suggestions on transitioning and career paths.

I gave 15+ years in healthcare claims (payer side, physician/facility side) and revenue cycle management. I’m burnt out and want to transition away from revenue cycle mgmt.

I only have my Associates degree and would currently need to take a job that is remote with no/minimal phone responsibilities. What roles do you recommend that would allow me to transition my skills while maintaining a minimum salary of 50k?

Hey KPMG how is life in the FRM advisory? Got a job offer from them

What are some publications, books, podcasts, online classes etc that can help me prepare for my first year in consulting? Have 5 years of experience in finance and making the jump to consulting.

Hey Fishes 🐟,

Where can I get study material for SAP IS-U ? I visited lot of sites but couldn't find detailed explanation for each concept.

How did you give notice you were lateraling to people you like? Particularly if you haven't been there that long?

I'm lateraling to another firm because frankly I think the management of this one is terrible, but the people (and individual partners) I actually work with are awesome. I've only been here for about 18 months, so I imagine that short time frame will make it extra awkward 😬

Hey guys, Can anyone please tell me if there is any restrictions on SPI in mutual funds in MS for employees.

Does Morgan Stanley give bonus above total reward mentioned in offer letter for newly joined?

^ when you accidentally make a post using the name of your very small boutique firm and someone else from your very small boutique firm up votes the post

I am planning to move to India from United States, I have around 7 year of experience and masters in CS from US university, current pkg is 113k$ per annum in Infosys as senior consultant, how much should I expect Salary Range in India currently in any company??

I think I'm really bad at communication, storytelling, active listening etc. I'm good at 1-1 relationships, but really bad in 1-many scenarios. I just sound stupid often. Feel like I'm surrounded by people who communicate so much better. Has anyone improved their comms skills as they progressed in their careers? Any tips or courses that helped you on the way?

Is relocating to Pune mandatory? Do they allow to work from Mumbai office?

When a private equity firm invests in your company, they do expect to exit their investment within the next five to seven years.

Best courses for beginners in North or central NJ?

Anyone can refer me for an ESG entry position?
I have an extensive background in math, environmental science and coding! (Msc Poly NYU) Have technical consulting experience in private and public sector but not much experience in financial industry!
Any lead would be greatly appreciated!

Is it me or the wifi in hotels is too bad to play online games? How do you people manage gaming while traveling?

Weekly Hot take. Accessibility=/= easy mode. I know it would take alot more time and resources to develop but more games sould come with accessibility features like color blind mode and maybe a bullet time for jumps. I am not a person with disabilities but i believe Celeste did a pretty good job at adding some of these features. I know it's hard to account for every type of disability but we can at least start with the most common ones.

Anyone have any productivity tips/hacks they would suggest for an associate? I could use all the help I can get.

Heading to Vegas this weekend...winning strategies or things to do?

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

What’s a topic you know a surprising amount about?

Are blue jeans client-friendly when styled appropriately and paired with a blazer? Or are jeans always a no-go?

Every other week I host an Advisor meeting for the advisors in my branch. I like to mix up the topics. What topics would you suggest or have been valuable to as you have attended similar meetings?

Anyone finding it harder getting managed money biz? If so, what changes or adjustments have you made in prospecting or sales approach? Thanks.

I do not prospect. I open accounts while slamming a revolving door.

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

So the fiduciary rule got tossed yesterday

Really curious, what percentage of your clientele is friends/family?

How do you get comfortable eating alone at a restaurant?

Anyone think that they've become more materialistic in this industry?

What are your tips and tricks to have a great career in FA? What are the things you do that make you super productive and smarter everyday?

Have a presentation in front of a large group tomorrow and it's giving me anxiety. Will taking a Xanax help?

Clients I found = 99% retention, assumed/ adopted clients = 75%. True?

What types of insurance do you believe are important for a financial plan, and why? (disability, ltc, etc)

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

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

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.