Hello fellow financial advisors,

I am reaching out to explore the possibility of aggregating our production and AUM together to seek new opportunities.

By working together, we can strategically leverage our collective expertise and resources to increase our reach and explore opportunities with RIAs, banks (PW) or other financial service firms.
If you're a like-minded financial advisor who shares my vision, I would love to connect with you to discuss how we achieve our goals.

Want to make investments but the market has been going up. Any advice on whether I should wait for a dip or just go in. Newbie here so looking for perspectives

Hi! Pretty new to this concept, and really early within my career (only 3 months in). Currently on my company’s 401k plan, contributing well beyond the minimum to receive a match, and maxing the amount I can put in right now (25%). Dabbled a bit in options and stocks in general. Any advice, guides, or starting places you would give someone in my shoes? Thank you in advance!

TC New grad Software Engineer
Base: $110k
Sign-On: $35k
RSU: $120k/3years
Relocation: $20k

Starting fresh with virtually $0 savings and $0 worth of financial literacy, whats the best course of action? any advice is greatly appreciated!

Hi all,

After the final interview, HR reached out and said they would like to extend an offer. HR gave a ball park of 135k - 145k base with about 15k in sign-on equity and 20k annual bonus.

After a couple of days, HR person came back with with 125k base and 20k annual bonus. No sign-on equity anymore. What should I do given that these numbers seem way lower than the initial range provided? HR claimed it’s because of “market conditions”.

Anyone with Trading Systems Support/ FIX Protocol knowledge looking for switch,
Experience 1-3 Years

Happy to refer

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Ideally any interesting integrated comms that came out of it?

Thank you!

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Top Producer in the industry for 16 years - ML 👉🏻UBS 👉🏻RIA - Understand the industry, the game and the way it’s played.

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anyone in here strictly.service 401K plans on the independent side? how much can you make on that realistically with a medium size AUM book being currently managed? trying to determine if meetin..