Interested in purchasing a small ($7-15M) fee-only book (no dual registered), preferably custodied at Schwab in Chicago suburbs. Know any part-timers looking to get out of the business, or an existing RIA/IAR looking to simplify/sunset part of their book, but want an experienced IAR/financial planner to care for them? I mainly service individuals and small businesses (less than 5 employees) AUM households in the $100k to $1M range, average about $400k, all ages.

Hi, will anyone be able to share how is the work like in the equities investment team in IFC? Is it modeling intensive or more board observer role? Thanks

Hi All,
I am having 10 years experience in IT-Automation Testing. Being offered Lead Quality Assurance and testing analyst role and grade i .
Is this a lower grade as per experience?

Best self-help books on the market? I've been consistently unhappy lately. Something needs to change.

Anyone seriously wanna start a hedgefund with me ? I can assure a 30% cagr with my quant

Hi ,

Currently how is the bench situation in cognizant ? does it have project openings for Java+ Spring Boot + Microservices . Any new Joiners with similar skill set please share you experiences like how many days does it take to get assigned to the project with this skillset.

I have joining in Cognizant this month end, Please help me with the info.

Hi folks , in this hard times which is better among mindtree and cgi ,thinking to negotiate with mindtree and join them Role :Automation TestingYOE :6 relevant exp 3 yrs ,mindtree 15 lpa fixed and cgi 15 lpa + share purchase plan and Jb.

Partners, I imagine some of you are older. Do you remember a time of instability such as this in history? How has the media changed over the decades? How are you thinking about the times if at all?

Hi Guys, where could we see our lwd in system? Couldn't find the same in one cognizant @cognizant

Hi Folks!!

Having a total of 4YOE in IT, and specific in 2 years in cyber security, Can I apply for MNC companies ???


If yes, please suggest which company I should try this moment. YOUR SUGGESTIONS IS HIGHLY APPRECIATED ☺️

How much should one get for 6+years of experience?

How is the transport facility in hsbc development center Hyderabad ?

Hello, everyone! I'm applying to an LLM program in IP/IT Law in the United States, and I'm looking for work until then. I would forward to any advice you might have for me. Thank you so much.

I applied for a role a few days ago and found the relevant hiring manager today via LinkedIn. Should I send a follow up mail/introduce myself to this person. Would it leave a good impression or come across as desperate?

Btw, the person is in a “Talent Acquisition” position at the company.

What are you going to do when you are too old to work in the industry...and what age is too old?

Received a job offer. Was wondering if anyone had any thoughts on a concern I had about it. It's an entry level position, and I don't have much experience. The billables are 2040 a year. For billable hours in civil litigation and insurance defense, is 2040 hours for a 1st year associate on the high end in this field for a small or midsize firm? It seems like most attorneys I know have minimum requirements of around 1800. The compensation is around 80k a year.

I tutor for cfa if anyone needs help.

Has anyone here used a professional resume service? Would recommend again or not worth it?

Looking to buy a book of business or partial book in Ohio. Will consider all sizes, even small. Please contact me at 513-317-2265 to discuss. I'm licensed in OH, IN, KY, and NY.

Looking to buy a book in Virginia. Let me know if any opportunities please.

Anyone in SE Louisiana looking to sell a book of business?

Anyone looking to sell a book in Central Mass?

Interested in selling my book of business and exit the industry for personal and family reasons. Approx 16 ml in AUM and $100k GR. Located in Memphis, TN.

Looking to buy a book in Colorado if anyone knows of anyone

Anyone in Maine or New Hampshire?

Looking to aquiring additional assets and clients. Anywhere in Ohio, Greenville SC, gulf areas of Florida or Jacksonville FL Preference. Dually registration with NFS/ Fidelity custodian. Redtail CRM. MoneyGuide Pro and Riskalyze planning software.

14 years experience with 9 years solo. Would prefer to aquire to transition.

Any bank reps have experience buying their book from the bank?

What do you feel is a reasonable multiple to pay for recurring revenue (wrap)?

Looking to buy from retiring advisor in Indianapolis.

Chicago & suburbs: seeking advisor min $20m AUM to change firms and team with me at my RIA to service clients better as co-advisors and build practice. Great tech, transition, and admin support!

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Anyone looking to sell (Military Veteran-Heavy) book?
Ideal Individuals for me and extremely rewarding. #SemperFidelis

18 year vet looking to acquire businesses in Denver area. Looking to exit? Let’s talk

I’m currently a wire house FA who received assets from a retiree. I likely have 4 years before I’d be able to move my book of business, but I definitely want to move to an Indy channel. When should I start these discussions with other firms/business owners and are there benefits to merging with an existing practice at that time?

Looking to acquire Practices in the greater Providence, RI area. Message me for a discussion. Deals are 95% cap gains and not ordinary income.

Does anyone know a basic rule of thumb to value and agency not just a book?

Wells - curious. Where are you and are you buyer/seller? I'm guessing buyer and all the stats I read are completely in our favor, yet I feel like books of business should be going for sale every day and I struggle to find any good sellers?