I have a couple in their early 60s with $400k in CDs maturing soon. Fixed annuities pay better right now, but they're not listening to me because they're nervous about locking up their cash. I'm seeing this a lot lately. What's working for you regarding getting buy-in?

Wondering what the salary is for this position throughout different firms. Anyone willing to share?

Is it safe and a good choice to join CBA Bangalore? Recently i got an offer.. Please suggest..

Hi fishes,

What are the perks and benifits in Commonwealth Bank, I have recently got offer and i will be joining as a data scientist in aug.

Any leads wil be helpful.

Thanks

I am looking for a new role where I can work remotely globally. I’m currently a “ministry assistant” which is essentially an executive assistant/admin/customer service rep all in one. I’d love to expand my skills and work outside my current work world (I currently work in a church). Does anyone have any leads?

I am joining on 2 November but haven’t received any onboarding details. Do I need to follow up with the HR.

Which one is better
Commonwealth Bank of Australia, Huron and NTT data??

Any potential flags/benefits for dual agency? My agent and the seller's agent work for the same company.

I need a mentor to guide me for a job role in MBB. I have 5 YOE (4.5 years in Manufacturing & Automation 6 months in SaaS) any volunteers?

Just landed a full time gig, looking to get some furniture so I’m not working on my parents’ kitchen table during this remote period. Any recommendations for desks and chairs? I’m hoping to find something that’s easy to assemble and break down for when I need to move, and something that won’t cost an arm and a leg.

I know everyone has a different kind of setup that works for them. I currently have a laptop, drawing pad, second monitor, and a desk riser.

HR opinion: Do I have any leverage as a hospital nurse case manager in negotiating earned time? I have 15 years within the organization, left for 10 months to be remote during the pandemic while sorting out childcare as immunocompromised family helped. Now HR is restarting my ET as a new employee. I realize I left, but not on bad terms and I am an exemplar and respected employee. I thought I’d have the upper hand with the nursing shortage but I’m getting the “rules are rules” response. Help!?!

Hi fishes,
It's it possible to move from EY India to EY GDS?
What are your thoughts?

Any junior-mid ADs with good social/digital work looking for a freelance gig? I might have an opportunity I need help on.

If I have a six year old and 150k in a 529, can I say I’m done?

For couples who are not married yet - Do you guys talk about net worth, income, or anything even finance related? I know my SO earns more given his current industry, but thinks it’s rude to talk about those things. But I’m wondering… isn’t it normal for couples who live together or are married share those info? For example - How am I going to know what to pay for our child’s education in the future etc?

Looking for an investment advisor who is 1) a fiduciary 2) has a CFA/CFP/CPA or some combination thereof. No exceptions. DC/Baltimore area.
TIA.

Is it crazy to put down 50% if that down payment amount is almost 50% of your net worth?

Anyone familiar with the payout structure at PNC Financial?

I’m two years into my role and I’m not having any luck landing new clients. I know wealthy people but I have getting trouble getting meetings because I’m too young. I want to partner with a senior....

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

There are advisors who present themselves as a financial planner first and investment manager second. Which one are you?

Best technology to use that LPL has?

How do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.

Anyone use computer glasses to reduce eye strain? Do they work? Any recommendations?

I just finished the book I was reading. What should I read next?

We have been utilizing a third party asset manager. We have grown to the point where we just don’t think it makes financial sense to continue to do that and need to bring the portfolio management in-house. Have a few questions for the group:
How many models do you run?
How much time do you devote to this weekly?
What advice would you give to someone who has had total reliance on TAMPs but making a complete change to investment management style?

Has anyone every had a rep. from the social security administration attend their seminars?I'm thinking of doing a lunch and learn series with a rep from SS.

For those at RJ, can a client fire their advisor and leave the assets at RJ if they want to self manage? Any fees around that?

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?

Anyone working at Barclays Wealth Management in the UK?

At what point did you realize that you no longer had to fight to make it? Certain number of clients? Certain number of AUM? Maybe never?

What software does your firm use and how do you like it? CRM, scheduling, virtual Meetings, Client Portal, consolidated statements, etc.

Sitting with a $50M prospect tomorrow and I’m so nervous. I’ve only been in the business for a year and I have no idea what I’m doing

Looking for an investment that will produce current income and has a small minimum investment size. This would be for myself just to have more income. I'm willing to take any amount of risk

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

I’m feeling really discouraged. I’m in the merrill lynch fa program and I’m prospecting a lot and going to tons of high end networking events. I have good convos but then struggle to get meetings...

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.