I’d love to know what you give your clients as anniversary or milestone gifts. Feel like a lot of the times they're not too meaningful or memorable

Thoughts on $XPEV?

Hello everyone! I am looking for referrals in Scotiabank (specifically Research Consultant). Any leads will be appreciated. Thanks in advance

been in industry (small companies) for 5 years with an active CPA. Wanted to get in SEC reporting roles but almost every company requires 2-year public accounting exp. Now applying for public accounting firms entry level positions but almost all firms HR asked if I had ever worked in firms. Got rejection emails from firms all the time. Is this a dead lock? firms exp matters much more than a CPA license?

Do citi pune provide Diwali gifts?

Hello everyone. My joining date is 20/10/22 in natwest.But still i did’nt get any mail regarding my joining formalities.can anyone explain me that how many days it will take to complete my pes verification.

Hi guys, I need 11 like for DM

what if I join a company and resign within a month?

Looking to transition from an experineced(more than 7 years) automation and manual tester to a python full stack developer , looking for guidance about the path .... job market(including freelancing option) ,job position to target , potential struggles , courses or any other potential resources !
P.S. trying this change to as having a inclination towards development, and also see myself going for technical manager role in future !
Feel free to bust any myths , but plz avoid demotivate!

What is a typical salary for an SVP, 15 years of experience, at a large PR agency in the LA or NYC market?

What is first year MBB partner comp? Was told it is significantly lower than the US. How does the comp change year after year?

I'm looking into custodians that will work with brand new RIAs starting with no AUM. So far I've come up with TradePMR, Shareholder Services Group and Trust Company of America. Any other recs?

With a possibility of another lockdown, do y’all think Prometrics will close their testing centers again?

Looking for recommendations on clip in shoes. Male, size 10

Beginning to invest. Which is better? Merrill edge or fidelity ? Have a BofA bank account and an employer Fidelity account for RSUs. Also have a TRoweprice 401k account from past employer.

beard or no beard? that IS the question

Does anyone have any resources for free ethics training for CFP requirements?

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.

There will be an annual holiday called OCCUPY WIREHOUSE where every May 18 financial advisors and their clients congregate arm in arm in front of each firm’s home office as a sign of solidarity.

Thinking of getting new portfolio analysis software. Dropped Morningstar due to cost. Anyone have any recs, or should I just use the limited options on Blackrock, etc, to access Morningstar?

Man... I can be really unproductive when working from home. Any perspective on how to be more efficient when working remotely?

Updating my resume. Any one have any helpful articles, examples, or general resources to refer to? Im trying to stand out from the crowd. Thanks!

What is the most uncomfortable thing you've ever done in your career that, looking back, you're extremely glad you took the leap and did?

Do indexed universal life policies actually work? I hear bad stories about about them, but another advisor is recommending one for our client.

thoughts on wearing designer to the office? Ex. Shoes, Shirts, Purses/Briefcase/Messenger Bag

If pitching one stock was old school cold calling, what’s a new school cold call like?

How do you deal with clients who move internationally? One of my clients is planning to make a big move in the next few months. First time I've encountered this.

I’ve got my 7, 66, CFP, and CIMA with roughly 3.5 years industry experience. I started a new role at the paraplanner level… is this a bit of an undersell? Or is that along the industry timeline?

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

I have a client who needs a 401k, or a solo retirement account w loan options. When I was at UBS/Ameriprise, it was no issue but now it seems tougher to find a firm that does solo 401k as a RIA's.

I need some good career-development or finance-related books, anyone got any recs?

How do you know when you are ready to get married?

How do you feel right now 1-10? Why?

Do you know any colleagues who took an extended period of time to just travel the world? What are they doing now?

How do you say 'No can't do' to your leadership or client?