Just made the move from a wirehouse to join an RIA! So excited!

Hi folks,

I am already covering 80c 1.5l limit by elss and pf.

Can i invest 50k only in nps and avail tax benefit under 80ccd 1b.

Tia.

Hi folks, could you update me on how are the firms in UK handling the uk economy and the upcoming recession? Have they already stopped hiring, delayed appraisals?

Am I the only one who gets offers from clients with crazy unrealistic expectations about how fast a page can grow? Like no, sorry, I can’t get you 100,000 new TikTok followers within a month.

Is there anyone from Canada here? I’m looking for some information on working out of the country, but selling insurance.
Thanks

My dilemma… I am an injury adjuster at a carrier experiencing high inventory that’s barely manageable. A competitor offered a higher salary and manageable workload. BUT, I would like to get into underwriting. I applied for UW position w/ a different carrier and they’ve made an offer. It’s lower than my current salary and significantly lower than what I’d make by taking the first offer. Do I take the high salary and stay in claims or go for UW in hopes it will be best in long run?

Should I do the PMC at the Product school? Does it help when transitioning to product?

Hi Network
Can anyone refer me for a data science role ?

what would be the package that will be offered to 5 year experienced Devops engineer in Jio AI COE, last drawn package is 16.1 - 18

Hi what is an acceptable salary range for an associate director in biotech( +10 y experience)

I recently joined PWC SDC Banglore. I received laptop and charger only, today. There is no laptop bag, headphones or other accessories. Will they provide any welcome kit ?

Today is joining day. Nothing happened. Onboarding is said to be virtual but no link was received. Any one else having different experience?

Team is already talking about eating hours. My utilization is down cause I was in unassigned for a month in Dec/Jan. What's worse pissing off the partner or having a low utilization? -staff 1

Utilization rate this time of year?

Feel like audit scheduling is always done on a knifes edge in that the timeline and staff schedules are enough so that if everyone works 60 hour weeks and no issues are identified then it can be filed on time. But even small things that increase the work can wildly throw off the schedule and cause hours to skyrocket for the staff on the job. No real point here, just ranting.

What time do we get salary? Ab tak aaya nahi. ICICI ka account diya hua hai

Why do firms fire people with low but still profitable hours? I am in my first full year on track for pretty low hours (~1500) but the actual realized fees (after writedowns) are still double my yearly salary. Is it because firms know they could replace someone like me with an equivalent attorney who would bill more?

To all the insurance underwriters, what do y’all make/ YOE/ carrier?

Has anyone used Smart Asset for lead generation?

RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

Texas FA’s when is your office re-opening?

Looking to refer a friend in the Las Vegas area to an independent advisor for term insurance and basic retirement planning.

What’s it cost to work with an attorney when leaving a firm?

Best way to generate leads today?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

What is your experience with The Bill Good Marketing system?

Do we need to do anything special to accept international investors?

Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.

Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?

Why did you go the RIA route instead of a BD/HYBRID route? Did you start as an RIA or somewhere else?

At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.

ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

Any advice for someone in the middle of a merger?

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

Does anyone have insight on what a trading/portfolio manager role should make at a smaller RIA (less than $2B AUM). I am the first in my company to be in a trading position so am not sure what I should be expecting in terms of salary and overall comp. Thanks!

Does anyone have any good ideas for client appreciation gifts for certain mile stones that don’t break the bank besides a gift card? i.e. when they have been with me for 1 year