IAR with 85K in revenue first year in the industry selling proprietary products, no minimum requirements. Thinking of moving to a botique firm that has a wider range of products and open architecture

I am trying to justify house buying in HCOL city. The house cost is minimum 1.4m .monthly mortgage would be at least 7k(with just around 2k principal) rest goes to either int,tax. Not to mention regular house maintenance. How is it better than 3.5k rental. I understand appreciation and own house independence. But I am just trying to make numbers work.

Hey all, I have been working in Identity and access management space at EY for past 4 years. Need help with understanding best exit opportunities?

Hi everyone, I am interviewing for a position in the compensation practice which is under TaxAnd, and was wondering if anyone has any insights into how the work is and what comp is like. Thanks in advance!

Some questions to discuss: What firms are making the biggest moves in cannabis? Who will be seen as a market leader in the industry by the end of 2020. As the legalization movement sweeps the U.S. ...

Received a license to grow in Mass. starting a company, have a great business model, pitch, and multiple competitive edges. Looking for 5M seed funding investment to get up and running. Any advice on how to find and connect with potential investors in this space?

Hey fishes , To ones who joined recently - I have my joining coming up and I was asked to come to office Location to pick up laptop.

Anything else apart from laptop collection that happens on day 1 ? If it’s just laptop collection , I am planning to ask them to ship it to my home

Hi fishes,
I need guidance for EY GDS SaT_Strategy Hub_Senior Analyst. I have 1.5 Yoe but the role mentioned 3-6 yoe.
Is it still worth applying or is there any analyst role for this?
PS: experience post Tier 2 MBA

Now's the time to help oneself to some premium Equinox equipment for my studio. Get a long overdue workout in while sending a message 👍 screw the rich

Still in a pandemic. Hiring freezes are still in place. Seeing a lot of local businesses go under. Do you think things will turn around in September or get worse? Do you think there will be more layoffs or terms “due to performance” and more businesses lost?

Hi all,
I have an offer from a great company and i want to leave my current compan Capgemini as soon as possible.
How do I get an early release from Capgemini without serving the full 90 days notice period?
What is the notice period buyout policy in capgemini.
If we’re willing to pay the money for the shortfall days, can we get early release for sure?

Has anyone dealt with stuffing allocation in a non-hedge fund context? It seems even in the HF world the law is fuzzy in using aggregate reverse 704c principles in stuffing allocations. Like, sure, the market is there but no authority really blessed it (other than some Cravath partner’s article in Tax Notes in 2013). If we are talking asset class that isn’t really like marketable securities but might be able to treat it similarly solely by virtue of, say, valuation on a quarterly basis (contd)

Anyone got such mail : IBM – We have great news! Benefit by advancing to December,2021
Actually my doj is 20 January,2022.

Is it mandatory to submit previous employment declaration while submitting Income tax declaration. Or we can just skip this. Since this is my 2 nd company not aware of this much. What happens at the end of financial year if we don't declare previous employment declaration. Seniors kindly help🙏

What are the average optometry salaries for a 5 year position at americas best ?

Salesforce Commerce Cloud - what are your thoughts and is it worth it to specialize in the platform?

BCG folks - any other benefits besides the major ones that I should be aware about (e.g. gym membership reimbursement, mobile reimbursement etc). I’m joining at the end of March. Thanks!

What are some of the best consulting firms for a software engineer? Is MBB still considered elite in this area too?

Any stock traders use TurboTax? I honestly thought my capital gains was going to be worse because of the wash sale rule. The software calculates all of that once you put in the 1099 correct?

I need to do some CEUs stat! Have you taken any that were actually interesting?

So the fiduciary rule got tossed yesterday

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

Out of curiosity, what are some of your most frugal habits?

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?

If you loved your small independent broker dealer but they had just been acquired by a much larger corporation which does have benefits in terms, mostly, in technology, but you lose your “family” in the home office, what would you do and who would you look at if you were considering a change of your own?

I used to work down the hall from Zoom in the WeWork on Madison and 51st, who knew they were gonna blow up like this wow

How do you get comfortable eating alone at a restaurant?

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?

Have a presentation in front of a large group tomorrow and it's giving me anxiety. Will taking a Xanax help?

How many hours in one day puts you over the edge of not being able to be productive anymore?

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

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?

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

I have an offer to start a career as FA or FR for NY LIFE. This would be my first time as a FA. What would be your advise? Should I go this independent track (just commissions) to start with OR should I go for a support track (like client service, associate, para planner, etc?) for another firm? Give me some light here please!

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!!

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!

CFP study programs:

I'm a little confused on Danko - does he offer a self-study option for the coursework requirement? On his website it looks like each module has a 4-day virtual class which I wouldn't be able to attend due to working full time. Does this program also include self-study material, and the classes are just supplementary/optional? I was also looking at Dalton for self-study and Danko for test prep. Thoughts?

TIA

Paraplanners/associate advisors/financial planners… how much are you making? (Salary & TC). Long story short… I found out what our PT admin assistant is making today & I’m livid 😂🫣

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Spoke w partners at my firm about expanding branches over the next 5-10 yrs. Part of the focus will be to buy books but also bringing new advisors. Would you make the adivsor sign a noncompete?