I ran into a client who says their FA has them in "low cost" Schwab investments, and I found out the FA is an RIA and uses Schwab as the custodian

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Thats alright met a prospect today with over 400k in metlife annuities and no liquidity.... he would probably kill to have a little in a low cost fee based account... theres a difference between sales and service, I hope our industry figures that out sooner rather than later.

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AM, I took a client from met life that had 900k in an annuity with 1.2 net worth...

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Probably Schwab ETFs

Schwab (and all custodians) offer a select list of ETFs that are free to trade and usually under .40 management cost. I’m guessing that’s the low cost option.

Schwab ETFs are .03%-.05% for major indexes, no trade fees.

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i joined s&P global recently, I didn’t like the project, how easily can we switch the project here and after how many years?

How do I transition from a Senior Executive Assistant role to Project Management? Ideally I would like to work in tech. How should I go about this? I currently work in the Real estate industry so it would be a totally new career path. The reason I want to move into tech is I feel like many of the companies I see have the same values as me (diversity & inclusion) and a good culture is so important to me.

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When your firm requires billable hours, how are they calculated? Actual vs realized (I.e. what you put on your billing sheet vs what is billed to the client). Does your firm differentiate? Which number do they go by? My mind is somehow not comprehending how some big law hours are under my small firm requirement?

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Recently started my own firm and interested in others thoughts. Are there resources out there for practical advice or is it only something that comes with experience? For example, I can take let's say a 601A client and use the resources available to me to learn how to do it. But if a client asks me is it better to marry my fiance in her home country, bring her here on a K-1 or have her visit on a B-2, that's not learned from a book or webinar. How does one learn how to evaluate new cases?

Job Opening

Job Title - Project Coordinator

Only W2 Candidates (No C2C)
Locations - Charlotte, NC; Minneapolis, MN; Des Moines, IA; Chandler, AZ; & Antonio, TX
Hybrid Model ( 3 days onsite & 2 days remote)

Industry - Banking / Finance ( Wells Fargo )

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Have a bud who was a FX trader and now unemployed. Saw him yesterday and he wants to roll over his 401k at abt 800k. Now he has some bad habits so I ignored him but now need to give him an answer.

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Anyone regret going into data and analytics? Sometimes I feel like I'm too dumb for it. I don't have a statistics background to really take things to the next level, and my colleagues don't have the hours to help me. My technical skills are OK, but nothing to shout at, especially when I don't really have the interest to learn. Maybe I should just bite the bullet and steer my career to a boring client-side position instead.

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Random question kind of curious about:

For your firm, how dressed up do you typically find yourself on client site in FED? Current project I have to wear a full suit and tie everyday, is this normal?

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How do you calculate what tax bracket you will be at when you retire? Keep reading choose the option based of what tax bracket you will be at retirement but I literally have no clue

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Deloitte PMDs, whats the process/steps for SM to MD promotion? Especially in non-client facing roles.

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How does cognizant takes for project allocation?

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How do you deal with feeling guilty for leaving your current job in the middle of a project?

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Hi all , I am currently working at Deloitte as a QA lead . I manage a team of 10 . I want to break into roles at meta , google as a program manager / project manager ?

If you do client appreciation events, gifts, etc, do you quantify what type of ROI you get on it and If so how? Or do you just do the client appreciation action and hope it keeps you top of mind? Cont

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Hi synechron folks,
Can you tell about the company? I was directly interviewed for UBS client. But after reading on forums I see they fire people on short notice, Is this true? Please guide me. Thanks

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Hi Guys,

Can someone help me know the ways to get a project release in Accenture. I tried my level best in convincing my manager but they aren’t ready to leave as I’m the crucial resource.

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Anybody here trying to get into Project Management? If so, what makes you want to get into PM?

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What are the employee benefits at Harman?
Could you please let me know
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I’m doing the job of an ACD for a low mid level salary. Yeah, I know. About to get promoted, but pretty sure the pay increase will fall short of my performance and responsibilities. Advice on how to negotiate a higher increase?

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Most of the people who actually enjoy investment banking are the young guys.

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DM for referral at a boutique consulting firm:

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Does anyone have suggestions for criminalist entrance exam? And what is the salary range for this job?

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Recs for getting art framed? I know the MFA sends their stuff to Stanhope but I don’t think I really need museum quality framing.

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I moved out to the suburbs about 7 months ago. Between that and the pandemic I have lost touch with friends. I reach out as get “yea let’s hang” but when it comes to making definite plans, crickets. It’s been hard because work is so busy and I have my partners children around too. Struggling to reconnect now that ppl are hanging out again and I don’t get invited. Feeling super isolated and lonely.

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Guys did anyone attend an interview with Comcast recently. All the negotiations are over and they are yet to release an offer even after 3 weeks. Saying that some finance clearance from the US has to come. But saying they will offer for sure and it will take 1 more week. Now I am waiting for almost 4 weeks for an offer. My probation ends by this month in the present company and post that I should serve 90 days notice. Anyone who has attended recently please share ur experience and timeline. Thx

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TCS HR is negotiating me and offering 9.5 LPA with 1 lakh bonus amount over 8.93 offer of IBM in which 8.3 is in hand. And i demand for 12 LPA as QA Automation engineer total 3.8 year of experience. Should i stick to 12 lpa and join IBM at 8.93?

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Anyone able to access the Countdown to Accenture page?
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If you do client appreciation events, gifts, etc, do you quantify what type of ROI you get on it and If so how? Or do you just do the client appreciation action and hope it keeps you top of mind? Cont

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Happy day. Firing a client that is a time suck and emotional drain today. Life is already better.

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ADVISOR FUEL - BEWARE OF THEM

I've an extremely unpleasant experience with this company. We sent them a legal notice and my lawyer even lodged a compliant with the Florida Attorney General but in vein. These people don't bother about legal notices as they know most advisors don't have time and wherewithal to go to litigation.

Due to limitation of space I can't write in detail, but please contact me if you like to know my entire experience with ADVISOR FUEL. Don't fall prey to their tactics.

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Wells Fargo... honest question... are you getting any backlash from clients? Anyone leaving due to the bad press? (For the record, I think it’s overblown)

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