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?

25 F in NYC. I was born in the US and raised between US and Middle East. Looking to meet people :)

Bored on a Sunday night, any female fish feel like chatting

We actively hire global mobility tax, state and local tax, tax reporting advisory, and audit various sr and higher positions across the US at a top 6 public accounting firm. DM please

Lets get this bowl going!

Anyone on h1b immigrate from US to UK(London) within Advisory....how difficult is the process and immigration policy / visa for UK.....

Just logged in. How is everyone? I guess I need likes to msg? Any pointers?

Whats PDP-GrowthINV ?

Vtsax vs fxaix?

Hello,

Can someone please refer for SAP BASIS/Hana in IBM?
YOE : 6.4
Notice period : 15 days
Preferred location : Bangalore

Thanks

Can we go to any other Capgemini office temporarily if our base officer location is different.

Any one can help refer risk analytics/investment quant research job at BlackRock ?

You are currently posting as works at Name Name
Are experienced/lateral hires with 3 yrs exp. in TCS at disadvantage for promotions in TCS?

Resigned from TCS and LWD was a week ago. I received August's salary credited to my account. I cannot find the payslip in Alumni Portal.
Any idea when will I get August's payslip in Alumni Portal.?

I am going to speak with a recruiter at Houlihan Lokey TMT in LA. I would like to know more about the group and its culture. Would love to connect and network🙏

New to TX and got pulled over on my way home from the grocery store. Cop gave me a ticket for rolling through a stop sign. I would think cops have bigger fish to fry but apparently not. How do these things go in TX? Should I pay it and move on? Fight it? Will my car insurance go up?
I haven’t gotten a ticket in over 5 years before this.

Interviewing with Uber... any tips on taking the analytics test ?

Anybody work for liberty mutual remotely in a non-phone position in claims? I’m in CL claims intake but i hate phones going to stick around until i Can get away from the phones!

Tell me if im crazy but: Berkshire Hathaway been sitting on their hands forever waiting on an acquisition target where multiples weren’t so out of control. Well this might be it, so calls on targets?

Hey fish: what are some of your favorite business/self-help books?

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.

For advice/fee based platforms: SEI Private Trust or Envestnet as your preferred?

What time does your alarm go off? Mine is 3:55 or 4:20. (Exercise)

Anyone in the Houston area?

What do you do when your client doesn't understand OR appreciate your work?

How do you teach yourself to care less? I am always stressed and overworked

Do any of you have clients with investments over $10 million? How would you guys handle a client with this amount of money? Would you look at SMA's?

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!

I have a potential Muslim client, but I need help explaining how whole life is allowed under Muslim rules.

How many of you hold the paranoid illusion that you're a fraud at what you do and will eventually be exposed for all to see?

Anybody deal with large clients? In the tens of millions? How would you handle this?

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

$5M client with $1.3M in taxable account currently allocated 75/25. He is retiring 31 Dec. I am going to move his taxable account to 30/70 to live off for first several years of retirement and ..cont

Is anyone here a CKA as part of the Kingdom Advisors? Any thoughts? How many leads do you typically receive per month? Is it worth the cost?

For those who have worked with the federal marketplace, is anyone aware of a strategy for marketing directly to soon-to-retire federal employees?

Studying for my 7. ExamFX or Kaplan?

E&O insurance premiums others are paying? We have $140k AUM and Hartford premium is $5200. High or average? 2 Advisors, basic mutual fund diversified portfolios, no high risk assets in book.

Have a buddy from college who has a firm in Europe. He wants to expand is looking for someone to run it together. Wife is begging for me to do, but I'd feel pretty uneasy up.

Anyone knows about the base for chase PCA?