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?

Is genetic testing for diseases covered by most health insurance? Has anyone ever done this, do you recommend it.

if there's no pension anymore and a significantly lesser lump sum payout, why become a partner at EY?

3 months post breakup… I seemed to be healing well and all the sudden this week I took a huge step back and feel heartbroken all over again. For context I was in a 4 year relationship including 1 year engaged and had to call my wedding off due to his infidelity. How can I shake this? 😔

What are the benefits C10 position gets in Citi??

Married men of this group,
What advice would you like to give to the younger generation who are single/about to get married?

Is anyone else completely annoyed how parents are pulling kids away during class to do chores or to help with siblings??

Noticing a theme on fishbowl recently among young couples so wanted to get to know how (if at all) you managed to solve the issue of being in a relationship with someone who was in a considerable debt or had different spending habits than your own?

For those who petitioned for your parents to come to the US, what health insurance plan did you purchase for them? Thank you!!

Has anyone here worked with TRS Healthcare (travel agency)? Any recs for good agencies or tips for first time travelers?

Has anyone taken a loan from their 401K for a down payment? Yay or nay on this strategy?

I have a student who only comes to school two days a week and then only for 1 hour. He tells me I have to pass him so it doesn't matter. This is very frustrating. I knew this student hates school and often states he is stupid. I just do my best to encourage him. Build confidence. Any ideas to encourage him more? By the way, taking to his parent does nothing.

Overall are EYs benefits comparable to PwC? I’m sure they are was just wondering if anyone knew of anything that stuck out? Does EY pay for phones?

In an attempt to be healthier, I built a permanent standing desk. Now, once every couple hours my Apple Watch reminds me “it’s time to stand up” and I feel superior to all those chair sitters out there.

Anyone needs help in filing ITR? Today is the last date. Even if you have got zero taxes cut, you should still file itr. It has many benefits. Cost for filing would be very very less(250 bucks).
Dm fast. Only limited time available

PwC Tata Consultancy Accenture Deloitte EY

Girlfriend of 3 years cheated on me right before we were supposed to leave the state and move in together. We broke up about 4 months ago. I couldn’t demonize her, so I’m still struggling with processing it and idk what to do. I’ve been looking into therapy, but I can only do online which leaves me hesitant. Any advice would be appreciated.

Gift ideas for GF dad? We have been dating a year and a half, I get along with him super well. He is dealing with some medical complications so isn’t to active at the moment but loves cooking and golfing. He is one of those guys who already has everything he needs, and they are super wealthy so I feel bad getting him any clothing or accessories knowing it wouldn’t be as nice as the things he wears, although I know he doesn’t expect anything and would genuinely appreciate anything I got him

My best friend has Celeste!

I just hit my lean fire number but am hesitating to pull the trigger, so was hoping to run it by people smarter than me:

- I have a few rentals that bring in ~$1800/mo cash flow, taxes are negligible, Capex incl.
- My paper assets will bring in ~$1200/mo at 3% draw
- I get free Healthcare at the VA
- No plans on kids
- My expenses haven't topped $30k/yr ever
- I could always reenter the workforce if needed (albeit probably not in consulting)

Please point out the flaws here, what am I missing?

How does delta upgrades and waitlist work? Do all medallions check in 24 hours prior to boarding? What determines who gets what?

Are lounges truly worth it if you're not doing a serious long-haul trip? What about the difference between flying business and flying first class

What engineering fields have the most opportunity for someone who wants to travel as part of their job?

I have some 400k delta skypesos and would like to go to asia next year. How should i use it well?

Anyone have suggestions on where to start learning how to program add-ins with office.js?

Chat Bots and Artificial Intelligence. Ok, go!

Help!! I am on the job hunt and it’s been more challenging then I anticipated. Are there too many people applying not enough jobs? Any tips ? Insights appreciated

What types of questions do you like to ask candidates during your first initial conversation with them?

Anyone from GSK who can help with some questions?

Is it true that EY pays no bonus to most practitioners?

Anyone here get laid off and then lateraled? Are you happier now?

Does Citi have Cloud Projects?? And which cloud?

Does anyone have suggestions/ recommendations or tips to obtain an Angel Investor, with a completed business plan including projections ?

What are bonuses like for a first year IB Analyst in London? (Think US banks like GS, MS, Citi etc.)

How is the life and work culture in the exl?

Can anyone tell me about infusion nursing? How did you get into it? (I see a lot of job postings but they all want experience.) Also I got my RN early in the pandemic, so I never got a preceptorship, and I’ve since worked mostly in immunizations. Took a phlebotomy/IV course for more practice, but… any advice?

Best age to freeze my eggs? I’m 30. Is it too early?

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

Titles that my new client puts on the business card after his name: MBA, AWS, CDMP, PMP, ITIL, CSSGB, ACP, RMP

What is your favorite stock screener and proposal tool? Advisor workstation is what I currently use

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

Have a client w over a million in IRAs and NQ account. Invested in a combo of ETFs and dividend paying stocks. Now bitching abt performance. Should I stick to my strategy or offer alt to placate him?

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?

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?

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

Best technology to use that LPL has?

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

Looking for insight on avg total comp for registered middle management with big bank. Considering making the jump from a branch advisor to managing a team of branch advisors. I’m newly 9/10 licensed. I’ve been building book in a bank branch but the consumer bank side of the job is draining. I’m making $155k total, $75k of that is salary. Anticipating a $130k salary offer if I go management route, with small annual bonus. Any others with experience that can speak to this?

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

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

Thank you so much.

Sick of people trying to link on LinkedIn that I do not know and not even sending a message along with it. Or sending recruiting messages with jobs outside of my level/experience.

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

Any tips for better public speaking? Got to lead an important meeting with high profile people. Feedback was good, but needed improvement. Insecurity/shyness played a role.

I interviewed for an employed role and knocked my business plan pitch out the park, but could tell I disappointed them with my technical. By my own admission I’m lacking in this area as only have 1.5 years experience with a poor manager who only had me focus on biz dev.

They asked me what my salary expectations are but had already hinted my experience would knock me down a pay grade.

As it was 4 of them and 1 of me I said I would email them. How do I play this without lowballing myself?

I already am a CFP, now thinking about getting the RICP. Who has it? What's the study time required?