Having been prospecting business owners for some time now, I am asked about 401k plans quite often. I am curious how you are managing the assets...do you offer a menu of investment options?

Can anyone share amex Bangalore location?

Did anyone apply for amex card as an employee, recently, after the acquisiions started ?

Is there anyone here who is a UX strategist? I’m looking to make a change from the healthcare industry to UX and I think strategy or research is where I’d like to land but would love to talk to someone currently in this field!

Home reno financing question. Have a big project coming up in the $120-150k range. Funding sources are:
- 90k from a heloc around prime
- 10k from a credit card that offers promo checks at 2-3% for 12-18 months
- 375k in a brokerage
- 5-6k per month cash that I can put towards the project, loans, or brokerage

I don't want to stop funding the brokerage because my FIRE plan is less numbers based than "hoard like dragon until it's enough" but maybe I should... How would you optimize?

For any real estate investors

22 years old and currently focused on using my left over income to invest and pay off my debt. I am set to pay off my college loans by next year and, when I do, I want to look into investing into real estate. Does anyone have any suggestions on how to get into/learn more about real estate investing? Or how I can have enough knowledge on the topic to be able to invest wisely when the time comes?

Any books? youtubers? etc. How did you all learn about it?

Need help on how to invest. We are positioned to pay off our house later this year. Expect to work for another ~20 years. 401k fully funded and have some company stock investments maturing over the next few years, but no investments outside of that. Kids have a prepaid college plan for certain schools. Emergency fund is solid. Where should I look to start investing? I have fidelity for my 401k, would they be good to open a taxable investment account with, or are there better options?

I am 25 years old with roughly no savings. I am a consultant with a technical background. Are there any tips in side jobs/ways to make more money for savings?

Does anyone have any connections or referrals for a healthcare travel recruiter company? Looking at Aya, AMN, MedTravelers but open to others!

Is anyone else pissed that our hard earned money wasn’t lost today, it was STOLEN by CORRUPT GREEDY HEDGE FUNDS

Anyways, not giving them the satisfaction. Gonna keep holding. Actually just bought the dips today for AMC BB NOK. Will keep holding for years if I have to because stocks eventually go UP📈📈📈 and ain’t no paper handed simp.

That is all
Obligatory🚀🚀🚀

Looking for some boutique firms (healthcare/public health sector) that do work relating to social determinants of health, community health centers, population health, community hospitals. Any suggestions?

I’m thinking about transitioning to In-House from a big law firm where I practice Employee Benefits. Will employers consider me without the typical “corporate” or “litigation” experience?

Good morning!

Still trying to figure out this whole Fishbowl thing, so here goes my first post.

I would love to get into provider credentialing, but all employers I've looked at want at least 3 years of experience. So, I'm looking at Provider Network Coordinator roles, because I'm finding some of those roles don't need AS MUCH experience. I'm a RHIT, and have been working in healthcare for nearly 10 years.

Any input on employers is appreciated!

So BDO doesn’t match 401K until 1 year of service..?

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

Is AlixPartners healthcare or Alvarez & Marsal HIG recruiting now?

I work for a company that gives me RSUS as part of my compensation. Am I allowed to short the companies stock to minimize my downside risk in case stock price drops? I value certainty of my RSU payments over any potential upside

What's the most helpful benefits that only few know about it!

I have a new prospect. Small business owner that wants to start a 401k for himself and his employees. Who would be the top 2-3 organizations I contact, and what questions should I ask the providers?

Looking to move to NYC in March. Anyone have a room they are looking to rent or looking to move as well. 26 M open to neighborhoods in Manhattan

What is the approx salary for FP&A professional with 12 year of experience?

Question for partners/leaders who make decisions on salary. What do you think of those who have been at the company a long time and are high performers but make significantly less than experienced new hires at the same level? Do you have less respect for them for not being able to negotiate more money?

What are the salaries like at level 9 & 10 for management consulting in digital commerce at Accenture strategy? My profile: 4 years tech experience in e-commerce and data + MBA from tier 2 bschool + ecommerce BA experience at Capgemini

Anyone know which firms pay clerkship bonuses for Florida Supreme Court clerkships? If so, how much?

What are some good product based companies to work as Data Engineer?
Good in terms of learning, interesting work and good work culture.

Are most new houses being built with induction cooktop? What has everyone experience been like? I personally had non compatible cookware with induction cooktop and wondering if I should just buy a new cooktop (electric, gas etc).. Other reason is that I read that it's also not healthy due to electromagnetic waves?

What is the LTI bench policy, how much time can an employee be on bench is it 90 or 120 days in business/industry consulting?

Looking from the in house side, what year (eg, fourth year associate) is a sweet spot to go in house? Especially as private equity associate.

Any Canadian consultants tried exiting to US roles (outside consulting) via Mgmt Consultant TN - did you have success or failure?

Any advice for someone aspiring to that route?

Dry skin on your hands after taking stimulants for a while? Anyone get this? Or maybe because of washing hands after going toilet so many times because of drinking loads of water lol

Anyone here going/gone to Harvard? Curious to know how tough Harvard (mainly MBA) is with ADHD?

How is adidas tech hub in terms of wlb and culture? How old is the company in india? Is it a wise decision to move to adidas in the current scenario? Really need suggestions!

Just looked up a firm a recruiter told me about. I would be the only Latino on the roster and among the few that didn’t go to an Ivy League or top 20 law school. I don’t even know if I should bother applying...

What is the promotion % for Grade B2 approx?

Our RIA will be presenting to a group of FAs on COI strategy in a few months. Curious if anyone has had success obtaining referrals from centers of influence?

What’s a historical event that fascinates you? I want to pick a event to deep dive into and learn more about it. Sourcing topics 😁

What is one thing you wish your friends and family understood about your job?

International financial advisor. I’d like to do a hypothetical proposal for client. My go to has always been JPMorgan. They now can’t do it. Anyone else?

Has anyone left a wire house to go completely hourly fee based, and run your own financial consulting business? Is this a stupid idea or is it feasible?

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

I have a new prospect. Small business owner that wants to start a 401k for himself and his employees. Who would be the top 2-3 organizations I contact, and what questions should I ask the providers?

I’ve been offered a position with Fidelity as a Financial Consultant. I’d like to hear any pros or cons from anyone familiar with the position. Thank you!!

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?

Anyone know a company that will provide annuities to non-US citizens, non-US residents?
If so, would they have to be expats of their country?

Anyone with US Trust as a PCA? Looking for additional details in terms of the culture, day to day type of things and how you’re doing there vs. what the recruiter stated was the average?

Work smarter not harder is the motto but many people don't get this concept smh

Websites for good non-stock-looking photography? Looking to revamp my website and social media pages

What are some signs of burn out? This is my first professional job and i’m not sure what the signs are.

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

Does anyone think there is long-term viability in Cryptos?

Has anyone partnered with SOFA, society of financial awareness a non profit. Gets advisors in the door at companies for purely education.?

New client looking to switch from Simple to Safe Harbor 401k (needs safe harbor because owner makes 5x what employees make(dentist office )Does anyone know if there is a custodian who offers this?

CFP & ChFC looking to change firms. Currently in a bank program, but not a large portable book to bring over to the next firm. Over a decade experience and about to finish up my MBA. Currently nowhere near the income level I want to be. Any suggestions for a good program to go to for my next move?

does any one have tips and tricks on how to be a good interviewer? I'm finding it difficult to gauge someone just asking...tell me a little about yourself...