EY EY-Parthenon
Considering an offer at EYP. What brokerages are approved under EY’s independence policies? I currently use Schwab Intelligent Portfolio as one of my accounts. Assume that will have to go.

Who is the 401k provider?

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

brokerages aren’t the problem, it’s the sheer number of blue chip stocks that are restricted. EY has the most stringent independence policy out of all the big accounting firms.

like

401k is through Fidelity.
Most brokers provide automated broker feeds these days and all with that capability can be used. Automated investments might be a challenge given independnece restriction on what we can buy

like

Thanks all. So assume Schwab is covered under the auto feed? (For the non-robo accounts)

like

401k is through Fidelity.

I had Wealthfront prior to joining and closed the account to avoid potentially being out of compliance. I'm sure there's a way to do a robo advisor but it's not worth the headache for me personally

Fidelity is the 401k servicer. Intelligent Portfolio should be fine since it’s a robo right? I use Acorns and another robo and it’s approved. If you are a stock picker I’ll say that independence is a pita.

Robo advisors are almost not doable Manager and above owing to restrictions.
You'll need to manually sell most of the auto picks, following emails from independence

like

Related Posts

I'm kind of tired about hearing about Robinhood

Post Photo
like

If you could right now, would you buy a house in full cash or invest in the market?

like

Will mods hurt the resale value of a car? I'm considering selling my daily and am debating on whether or not I should put the effort in to return it to stock.

like

Looking to pivot out of a top pharma marketing/ad agency and into consulting. Ultimately want to leverage both experiences to move client side or to a healthcare start up.

What are the best firms for this type of transition and why?

like

Hi,
Planning to visit wonderla Bangalore, just wondering where can we get employee benefits. In my last organization there were setnof restaurant, amusement parks which had off on my ID.

like

Does anyone have leads for a recent MPH Epidemiology grad with 0-2 YOE to get into consultant roles in Healthcare/life sciences?

Second question: what sort of work experiences are companies like flatiron and komodo health looking for to work in RWE/heor? I'm not sure how to leverage Epidemiology to get into that space :(

Is there anyone in this bowl who resides in Austin and works for any of the major hospitals? Been trying to go back into a hospital/clinical setting since moving from DC last year. Would love to pick your brain on what the culture is like at your hospital.

I have 7+ years of healthcare experience doing process improvement, research, health policy, and health outcomes.

TIA

Do we have access to learning platforms like Coursera and udemy or anything else? Or do we have an option for reimbursement?

like

Just purchased a 2021 BMW S1000XR. $27.5K otd. 🤡

like

Question for Sales leaders who’ve said “I did an analysis and concluded we just need more at bats”.

Does it feel like you’re saying something useful? Or are you also writing a book titled “In order to get rich you just need more money”?

likefunny

I am leaving retail pharmacy after 15 years. I am opening a 403b pharmacy for a FQHC. I don't believe that retail pharmacy will be able to sustain itself with patient costs skyrocketing. I think people will become enraged or indifferent enough to allow the federal government to take over healthcare. How many times do we see people getting free prescriptions via government coverage that drive better cars than we do?

like

Anyone buying a place during Covid times in Denver? How's it going?

like

Between two offers, "Associate Principal" for m&a consulting in the Healthcare industry vs a Director at a F300 company doing M&A and Partnerships. Consulting pays about 50k more. What does the future look like in consulting? I am a bit nervous jumping from from "industry side" to the "consulting side".

Trying to avoid paying an accountant, can I actually write off home office space/mileage if I was just permalancing for 3 months last year? Shouldn’t the 7 months of W2 take care of this 1099 shit?

What credit cards does everyone use to maximize rewards points? What bank accounts to maximize sign up bonuses?

like

What might be the ripple effect in real estate? When is a good time to get in?

like

Can please anyone help to start doing investments into stocks? What iOS software do you use for monitoring and investing? What helpful websites can you recommend for diving into the investment world?

likesmart

I recently bought my 1st home in TX. I want to get into real estate and eventually own/rent out multiple homes. Are there any good recommendations/tips on books/articles/websites that others have used to get started?

I've read about HELOC and cash out refinance to get a 2nd home but articles are so scattered that it gets confusing which is better in terms of tax benefits and immediate costs, etc. Anything others have found helpful that summarized how to get started would be great!

like

Anyone got a loan with Guaranteed Rate? Started looking for a condo(Chicago) and keep seeing them pop up. Looks like they charge $1290 lender fee, but wanted to see if anyone had experience with them

like

More Posts

Anyone over here got email for new joiner welcome kit?

like

Hi fishes,

How will the below assessment in hexaware

DA_ Selenium_Java_Automation Testing_HTD_2021

It was scheduled for tomorrow.

My experience in 2.11 years in automation testing

Hi Fishes , Strange Problem

I had cleared my all rounds with Hexaware and had filled the CAF form , offer letter processing was pending from HR side .

I have been trying to connect to the HR from last 60 days and today I got to know that the HR has resigned from organisation. 🤦🏻

I got to know this because I put up a mail to the HR’s email and delivery failed saying that email does not exist

Can anybody please provide me the HR mailing id of hexaware ? where I can report such incident

What kind of role is CFO Advisory? I'm context to US GAAP. Please suggest. A captive center is offering this role.

like

Hello Folks,
Can anyone refer me for a QA Role in PWC or KPMG.

like

I am A2 in PwC AC Bangalore in Management consulting - I want to shift to US office due to some reasons. Can anyone please elaborate the intercompany transfer / internal rotation process? Like where to apply? what are the requirements?

likefunny

Thinking about getting a fitness tracker, like a Fitbit, anyone have any recommendations? Want to spend under $100, but willing to spend a bit more if it’s really worth it.

like

How is the usual work life balance of Manager and above roles in MC and SC teams of Deloitte USI, PwC AC, KPMG Global and EY GDS?

like

Hi all,

can anyone explain how does a BA function in
Accenture ? is it Business process analyst or Business system analyst or both? The specific role is not mentioned in JD. please let me knowAccenture

please reply

like

The top left shows it best

Post Photo
likefunny

I need some good career-development or finance-related books, anyone got any recs?

like

Very new to this app. I start my new role as a contractor in the new year working for a large Global financial institution. Inside IR35 paying £900 pd. Looking to connect with other security contractors/consultants in the UK!

like

How do the Scon bands fare up in USI ?
Engineering vs B schools

like

Just negotiated my lease down another 5%. Went down 4% last year too. Probably means I could’ve pushed harder last year, but still nice.

like

My spouse got an opportunity for a consultant position in UK . Can someone advise on the average salary for a consultant there ? He has an experience of 12 years.

like

Starting salary for senior in accounting advisory out of NYC (EY FAAS/Deloitte Accounting and Reporting advisory)? Just got an offer for both

like

When negotiating a sign on bonus with a new firm based on the fact that you were anticipating a bonus for that fiscal year and are leaving before that is paid out, do you have to do anything to prove you would have actually received a bonus/the amount of bonus you would have received?

like

I have total 8 YOE (3 years in salesforce) current package is 8.5LPA. I have hike this month. How much I can expect?

I have been trying this cold therapy not for fat loss but for my mental well-being. I usually do 30 secs on and off for 3-4 times in shower and not sure if it is placebo effect but I instantly feel really good. Andrew Huberman has several podcasts on this topic if anybody is interested.

Post Photo
likehelpful

I am new to the team and i am facing lots of issues while doing my workspace setup.I have 3 yrs of experience and all of the guys in my team are atleast 7+ yrs. My team ( 6 onshore+2offshore including me) = 8
If I keep on asking for help again and in the team meetings what my lead will think about me as a developer and everyone will be fed up from me seeing me asking for help repeatedly.
Have you guys faced such situations with your juniors what should I do or what I can do differently.

like

Additional Posts in Consulting

Confronted client today about partner forcing us to travel while client site has travel restrictions. As a result is team is remote next week. Counting down days till I get rolled off/fired now lol

like

Told a friend of mine in tech I was considering moving to BCG. He asked me if I would have to move to Boston.

I followed up by asking what he thought the top consulting firms were. "I'd guess PwC and then McKinsey are the best. I've also heard of KPMG, Deloitte, and Bain, but I don't know much about them."

Just a reminder that outside our bubble no-one really cares about firm prestige etc.

likefunnyupliftingsmarthelpful

What are your favorite books on organizational change and change management?

like

TFW when your boss believes in you but you're just scared as shit. 😬😬😬

like

Anyone else obsessed with the Westin white tea line? 😅

like

Do you have a monthly inflight wifi plan? You must be in consulting!

like

I just took an international trip via KLM and my ticket was bought through Delta. I’m a Delta Diamond Medallion. There were zero (actually negative) perks with flying with partner airline. More below

like

Talk to me about burnout. I'm exhausted and unmotivated right now. What has helped you get back on track?

like

Does MBB do market research projects? Or projects involving market research at least?

like

25 and not sure business is for me. Thinking of going into specialized medicine but don’t want to be naive, as I know it is long and hard, with no financial rewards until late 30s. Thankfully I have the intellect. Any advice?

likefunny

God, folks, consulting seems absolutely awful.

I’d thought for a hot minute about asking for a referral to one of the Big 4 but every time I see I new post I just want to ask if y’all OK. 🫣

So, I hope everyone is OK! :)

likefunny

Hey 🐠, what are your recommendations of books, articles, or practice tips to improve communication, both verbal and written? Want to be stronger at running meetings, pitching ideas, writing (cont’d)

like

I’m at a T2 with 2 YOE. Feels like you only have real client exposure here once you hit around 4-5 YOE (from undergrad). Is this true at MBB/other T2s?

like
like

Best decision before leaving the office 1 year ago - take the monitors & chair

likefunny

McKinsey & Company Is McKinsey hiring experienced folks in US?
Have 2 years experience post MBA, thinking of applying to McKinsey and would appreciate some help. McKinsey & Company

like

I don't like ATF planes

like

Recently received feedback that I’m too “transactional”. I take on my tasks, get them done, and take on new ones without ever enjoying the “little things”. Basically I’m a machine but don’t show enough emotion. Can anyone relate and/or coach me how to resolve this?

likefunny

Dialed in for an 8 AM call in which the only other person that dialed in was my Manager. The 2 others on my team didn't and Manager says we'll reschedule for 9. Why tf didn't we do that to begin with!

like

Are there any good movies or novels that show skill development - like follow through? Self-management? Money management? I read a lot of self help books so I know a lot of the theory, and books peppered with examples help, but I feel like most 1 paragraph examples don’t five justice to how hard it may be to change a behavior.

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