If someone has 10+ million at Fidelity in an IRA with a semi-local advisor. What does that portfolio and relationship look like? Are fidelity advisors full service or brokers? Any planning going on?

Any insights into mid-market AM roles at Pinterest? Comp, interview tips, culture... all insights much appreciated!!

My daughter got a job offer this week, and accepted it. Good job, huge raise. Being her fathers daughter, she of course, asked about the company 401k. She will be eligible immediately. Its Vanguard.

need review on Work life balance and work culture at Bank of America Global Banking and Markets FP&A Projects team, Gurgaon.

Please reply. I need to make a decision.

Does anyone have personal finance/investment book recommendations for teens?

Hello,

Does anyone have airtel 999 plan broad band connection.
How much are you claiming for this everymonth?

Gun to your head, which B4’s tax practice (non-specialty) is the worst in the Northeast?

Average salary for a clinical informatics specialist in CT?

Any one new in Barclays Pune branch who came office today?

Can you please suggest how to apply for companies offering onsite opportunities in australia or canada

Any website developers out there? Need to upgrade our firm's site (boutique advisory). Looking to contract someone. Please send/post portfolio if interested. Thanks!

Tax Loss Harvesting + No Wash Sale. Missed my chance in June, decided to not miss another opportunity today. For those that don’t understand these concepts they are just as important as finding your long position.

Hello! I'm a senior Analyst with 3 years of experience in total. Moving to a new firm, and i seriously need a signing bonus. How much as % of my total compensation can that be and what's the best way to negotiate it higher.

Thanks!

Best trainings for incident response, MDR/managed risk, vulnerability management? Thank you!

Could someone recommend any books/resources for preparing to a Technical Program Manager interview?

For background: I’ve always been fairly technical (started in development), but never interviewed for a formal TPM role before.

Tips on buying a new home in the DMV...what are some things to negotiate and be cognizant of when contracting for building a new and selling your current one?

A number of ppl from my childhood are now business owners. Some created start ups and others pursued brick n mortars. Makes me feel like I’m falling behind...

Looking for advice/opinions on severance. What kind of severance should be expected at a senior (SVP) level with 10+ years at an agency?

Anyone have insight into the Capital One product manager case study? Reviews online are saying there’s some tricky math involved and was curious if anyone had pointers for how to prep or what they’re looking for (I still struggle and get flustered with on the spot math, but am great when I have more time to think)

Sitting for the CFP in March. Any tips on how to best maximize the next 3 weeks?

People are constantly telling me that I will get my next job based on my network. Unfortunately, my network has practically failed me. Suggestions on meeting the "right" people?

Looking to expand my knowledge beyond basic portfolio and planning but really not into full commitment of cfp. My junior advisor will be getting it. That said, what is a good way to learn/designation

If you take over / become broker of record on someone’s life insurance policy do you get commission or trails on it?

Top book recommendations ? Looking to be more well rounded.

Whenever a client has to send me something, I send a PDF Fedex Label. Or when a client emails me to contribute a few K to his IRA, a label was attached to the funding instructions. Is this too much?

Does anyone do their own newsletters? If so, what program do you use to put them together? Do you write all your own content?

Affordable office chair that doesn’t suck? Our office furniture does a number on us. I stretch daily now for 20 minutes and get a massage once a month to combat the stiff, low quality chair.

Does anyone have any experience using the Ohlson Group for annuity leads?

Does anyone have advice for trouble sleeping? I had 1 hour of sleep last night and still can’t fall sleep after a 15 hour work day

My daughter got a job offer this week, and accepted it. Good job, huge raise. Being her fathers daughter, she of course, asked about the company 401k. She will be eligible immediately. Its Vanguard.

Does anyone have personal finance/investment book recommendations for teens?

What is your process to prepare for meetings with prospects? How many times do you meet with them and how many presentations/proposals do you make before they become client ?

What's one car you've had as a rental that you'd never purchase IRL...?

How to get rid of the fear of failure? I’m always worried my work output is going to be judged negatively

Finding it impossible to do this job with ADD, introversion and being a night owl. The only time when I can truly focus is after 22:00, can't focus unless under strong pressure

I like my steak medium well. Can't order that at work dinners without judgement though

How did you meet your last new $1mil client?

What is pay like at a Wirehouse firm for someone with 2 years of experience

Recommendations on standing desks and external monitor to buy? This office closure is killing my back...