I've never done any 401k business, but I understand I can become broker of record on existing plans. First of all, what does that mean? Do I just appear as a name on their statements?

Any of you using TikTok to display your properties? I see it's working for some realtors and I am tempted to try.

Is infinx healthcare a good company to work for as senior software engineer ? How is the work culture , WLB, salary and career prospective? I am having 8 yoe with java .

How much importance is placed on the model in the overall investment process?

Any Jr to mid level agency producers with either prior prod co side experience, or experience line producing in house for agencies, looking to leave the agency world and go “vendor side”? Full time salaried with benefits.

Anyone received Sodexo amount credited in your account for this month??? Still I didn't get the Sodexo amount

Has anyone tried any of the margin trading platforms like dydx?

Joined Company A, 2 months ago in APM role. Now, I have got another offer from Company B for the same role.

Company A is in real estate, Company B is in healthcare.

CTC at Company A: 21 fixed + 1 retention bonus (1 year)

CTC at Company B: 22.5 fixed + 2.5 variable+ 1 joining bonus

Should I join the new company? Or ask the current one to match the offer?

P.S. both companies are Bangalore based startups though company A is bigger in terms of employees. (1500 vs 150)

Hello Fishes

Any idea if PWC INDIA provide dongle or internet reimbursement.

Thanks.

I love my job and have some great benefits at my current company. Lots of recruiters reaching out to me on a daily basis about other jobs. Even more than last year.. this market is nuts

For a Roth 401k, is the annual limit imposed on the pre tax contribution or the post tax contribution?

Do you need enough capital to buy the lot if you are selling calls? I am level 3 (highest level), but TDA won’t let me sell options if I don’t have enough capital held free..

Any reservists at Google? Can you speak to the military leave benefits/support they offer? Likewise, if others from FAANG have perspectives, eager to hear!

Using Coinbase. Where can I buy other coins?

$AVAN which has been mentioned here a couple of times is currently at $9.78... at below $10 isn’t this essentially a risk-free investment? Also, what are people’s thoughts on $AVAN in general - it’s European focused, have heard rumours around Babylon Health as a possible merger target. Any thoughts much appreciated!

When you add your mortgage to your personal capital app, your total net worth straight to negative (but has equity build up)... how can we fix that

I was looking to apply to the senior associate position for healthcare strategy at KPMG. Would anyone be willing to refer?

Have you trainer with Prosci? Pros? Cons? Benefits?

Why do people never talk about entrepreneurship as a path to financial freedom? Do people realize you can only be so rich by being employed but you can legitimately build generation wealth from entrepreneurship? 😕

What is the average salary for an account manager in employee benefits at brokers firm? And what about a senior account manager salary? I have 7 years of experience in the health insurance industry. I want to see if I’m on track or if it would be out of line to ask for a raise.

Hi all,
I am currently a Certified Clinical Medical Assistant, and recently graduated with an MBA in Managerial Analytics. I have many jobs prospects align, one of which is a Reporting & Billing Analyst position at a big Financial corporation I am interviewing for next week. I am very excited and nervous at the same time as this a big transition from healthcare to financial sector. Any advise is welcome!! Thanks

Hello Fishes

Any idea if PWC INDIA provide dongle or internet reimbursement.

Thanks.

Is 2020 too junior to be getting a signing bonus if you lateral? Does it depend on the firm?

Crossposting from Travel Bowl: Any roadtrip ideas out of LA for an anniversary trip? We just had a kid so not flying yet, but running out of places to drive to. Any hidden gems or short trip to a really nice resort would work too.

Hello TCS fishes have question about TCS BCG what document is needed if I have gap of 1 year after HS to prepare for competitive examinations?? And within how many days after accepting the offer letter all the documents needs to be submitted for BCG? Including resignation acceptance

Hi Fishes,
I am looking to transition into Product Management. I am prepping and thinking if someone could help me with mock interviews?
Thanks

I’ve already BEEN spending 💸 as part of my retail therapy like we’re going to match the new scale soon🤞🏽

Hi,
Credit Suisse or JPMorgan ?
CTC offered in CS is 10% higher than JPMC.

Both the CTCs are 25+
Which one to join ?
Any suggestions .
Thanks

Interviewing and one of my interviewers is former classmates from MBA with my current teammate/work friend. Should I mention that to my teammate or is there not much juice to squeeze there?

Just curious about whether I’m being paid fairly. How much should an account manager with 5+ years of experience be getting paid in Houston?

Oct was my second month in notice period, still i recieved salary but policy says they will hold the salary.
Is there any change in policy?

Hi Friends,
Anybody having any idea of Citco Group (IT Division) company ?

How did you cope with post-grad depression? I feel like my life has stalled a bit.

How old were you when your salary surpassed $50k/yr?

Hi everyone! Would love to hear where there has been encouragement in your life recently - either something in your life, answered prayer, a verse or scripture you’ve been meditating on, etc! I’ve been feeling bogged down with heaviness of state of the world, but it’s helpful to step back and see the areas where Jesus is moving

What are the plays for tomorrow?

Any tips of overcoming anxiety and building confidence with my clients?

This is a question for ML and MSSB advisors? What's the criteria for getting our own office? I know as a PMD I'll be in a cube with other PMD's, but how/when do you get an office?

I’m confused by the CFP education requirement. Do I need to complete other designations before I can sit for the CFP exam? Such as CLU and ChFC?

Hilton getting sued for espionage is the Cold War we needed in 2020. Acc right now is not a bad time for bad press considering the industry is in the toilet anyway

What music (genres, artists) do you like to listen to at work?

Simple question - What do you charge a client with AUM of 1MM1.5MM2MM +

I have TVs in my meeting room. They are intended to occupy clients if I'm preoccupied. I'd like to stream photos or a video instead of cable. Is there a way to do this with a thumb drive or something?

What do you guys do when prospects or clients bring their kids with them? Have found this to be super distracting...

Has anyone used a virtual assistant?
My practice pivoted hard during covid.
I used to travel 60,000 miles a year to meet clients. Now it's mostly virtual from my home office. I have clients choose virtual who live closer to my office than I do.
What is your experience and what do you have them do?

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

*Uk based workers*
Hi guys, I just created a bowl for professionals currently working in the investments field who are based in London, feel free to join!

Just really want to vent and look for some uplifting words, not really looking for particular advice here: I’m Really afraid of opening the email box today.I’m drowning in last minute changes of work

Wtf happened to the market today?

TFW you accidentally write "please hesitate to email me"...

Any advice for starting to get back in shape? I used to be in good shape, doing orange theory all the time, but stopped going. I haven’t worked out in months besides walking.

Do any other women (or men) constantly experience people assuming you’re an assistant ? It seems like being a young female people assume you must be the advisor's assistant. How to do handle this?

Anyone clear through Schwab as an RIA? Is it true that they have no Custody Fees or Platform fees? That is what the recruiter told me.
So, if you have a SMA using let’s say Thornburg I would only charge the advisor fee and the manager fee? Currently I need to build in custody, platform, manager (if used) and my fee. I clear through LPL at this time.

How do you guys thank a client for giving you a referral? Other than a simple "thank you", do you send a small gift, taken the client to dinner or something else?

Anyone use Kaplan for their CFP prep? What were your thoughts on it...