International financial advisor. I’d like to do a hypothetical proposal for client. My go to has always been JPMorgan. They now can’t do it. Anyone else?

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Posting as :
works at
You are currently posting as works at

What type of proposal are you wanting? And what type of securities does it need to include?

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Blackrock has an advisor center tool. Can compare up to 3 portfolios side by side. Not sure how complex the products you are using are or if it meets your need, but worth looking into

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Are you asking who else can do international business?

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Need to run a hypothetical with offshore funds. Raymond James does not do this. I usually get help with JP Morgan two. They recently cut back so they can’t run it.

I assume you are referring to Monte Carlo simulations. We can run those internally within our group at UBS, dont think we would run these for 3rd party RIAs. Sorry, can’t help you on this.

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Hi,
I am looking for a switch in IT industry.
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When the client has a travel ban but has no problem with us traveling to them. 🙄

likefunny

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Every client, ever.

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I have offer of 20 LPA from Oracle IDC Pune. Project is related to Oracle Primavera Cloud. I had a discussion with the hiring manager and everything sounded good to me.

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YOE 4

Need 11 likes for DM

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Hi Sharks,
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I feel like I'm at my wits end. I teach self-contained classes and according to the ISBE website my classes shouldn't be more than 8 students unless I have an aide - then it can be 10. I have no aide and most of my classes are around 14 kids. Some with behavior plans that are only out of our behavior room setting for my class... Is anybody else out there going through illegal class sizes for self-contained? How are you dealing? Maybe a vent session is in order.

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Hello! Want me to refer you to Accenture? DM me a link to the job post on the website and I’ll refer you. Happy to help!

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TIA

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Any inputs would be really helpful
Joining next week.

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K

Sent from my iPhone

Post Photo
likefunnyuplifting

Offer included temporary housing and moving expense reimbursement…it’s been a month since I began working and 2 months since I started moving but still no reimbursement…should I escalate this? How long is too long?

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So the fiduciary rule got tossed yesterday

likehelpfulfunny

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