I am an independent advisor that clears with First Clearing (now Wells Fargo Clearing). I do not like having to work with WF. We have had many headaches since they bought out FC. Their platform and technology stink. None of my outside software such as Wealthbox, Zocks, or Right Capital communicate. Have about 150 AUM with 100 AUM in advisory am growing. I am thinking about going RIA. Any advice on companies to clear with or going with a hybrid situation would be greatly appreciated.

I want to learn SQL with free certificate. Any one can suggest where ca in find it free. You response can change my life

Do they provide cab service in Gurgaon or reimburse it?

Has anyone started their own side hustle such as an e-commerce business?

Considering the FRM certification. Those who’ve taken it, how quant heavy is it? I have a compliance risk background and don’t have a deep math or statistics background. However, I want to expand my skillset. Any thoughts?

Is £90k too much of an ask for a Manager level role at Deloitte in the London office?

Anyone work for Morgan Lewis Bockius? Specifically in Boston ?

Reflation/reopening trades with room to go: CVX target 110 (uncle warren likes and lots of trave commodity increases, supply destruction =oil demand), NCLH target 40 (CCL/RCL have retraced to FMV IMO), BA target 300 (airlines basically back to FMV),

Looking for regulatory and statistical reporting roles within Pune.

Eagles looking good but it's probably too soon haha

Can someone tell what and how to fill Iattendance while reporting to RM.
Yet not given induction.Joined on 19th

Hey guys! How difficult is it to get a job in big fours if you are on a dependent visa? ( prior experience of 2 years in big four in India)

Hi all, Anyone out there certified for a associate google cloud engineer certification, may I know the difficulty level and exam point of view setup

F🐟: I haven’t worked out since quarantine started (March) and would like to pick back up with some YouTube videos. Chloe Ting or Pamela Reif? Not too intense pls but I really need to get in shape

I had a hectic last three months working up to 16 hours a day due to my project. During this time I took advantage of convenient food which isn’t always the best. Now that things have died down I am having trouble switching from the less convenient food, snaking more than I should and not being as active as I was during the three months previously. I haven’t found what I need to motivate myself and I’m hoping that others could share what motivates them to get back into it after a hectic time

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

Best way to generate leads today?

Anyone have any experience with xy planning network? Thoughts?

Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

Why did you go the RIA route instead of a BD/HYBRID route? Did you start as an RIA or somewhere else?

How do you advertise?

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

Any thoughts on xy planning network?

Any advice for someone in the middle of a merger?

Anyone familiar with or us Snappy Kracken?

New to Fishbowl 😁👋 Hello everyone!

Quick question for y'all! Who is the youngest holistic financial planner that you know and/or youngest person you know that's started their own RIA?

What’s it cost to work with an attorney when leaving a firm?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

Anybody have series 24 study materials that they don’t need anymore????

Has anyone used The Warton Group for 401k appointments? Seems like a lot of money for uncertain success...

Average salary for a Senior Associate who’s in the process of getting their CFP?

Anyone work with Carson Group? If so share experience