Looking for some other options in performance reporting from fellow RIAs, who DON'T have integrated solutions with their custodian. Currently using IAS. They cost me about 6k-7k a year. Fed up.

Looking to apply to Google but I have a security clearance I want to use. Where can I find out about roles that utilize one?

Hi everyone,

I'm having pre-joining session scheduled today. Please let me know the agenda of this session.

Whats’s the ideal CV length for UK mid-level roles (4-5 YoE) to engage recruiters?

Is 1 page containing punchy & concise XYZ points preferred in the UK over 2 pages inc. a bit more details of projects/ tasks?

How much should i save from my salry for securing post retirement life and all general commitments before that. I'm 30 now. Assume no Inheritance. Current in hand 1.85 lpm

I have some data extracted from SAP and though the size is not relatively high lets say about 45000 line items. My excel keeps crashing anything i do with it 🙄! Any clue why it is happening ?

Any tips for listing a condo? It's my first time

Hi Folks ,
I got offer from Thoughtworks and Allstate with almost same compensation .Which one is good in terms of WLB , learning and Job Security ?

If you were ever on PIP and resigned from accenture..can u again join accenture after say 5 plus years?

Anyone else struggle with lots of team events/dinners during the week? I love my team but need me time at night to be my best self. 1 night out is my max. Thoughts on explaining it to team?

Do partners sometimes say nice things about your work just to encourage you and less so because the work merits the compliment? Or is my impostor syndrome really messing with my head?

Would you take an offer you're not that into?

Company A: Offer letter coming in tomorrow, speaking with HR.

It's not an industry I'm interested in, and want to get away from, but my prev exp is related to it (financial). Team is supportive. HM is very persistent in getting me to join.

So far, only offer.

Had final rounds for companies B+C yesterday, waiting to hear back.

& How do you ask for a week's time? I do have final rounds next Wed for company D.

5 years in and I haven’t had a single idea. What am I doing here? 😞

I have zero clue where to ask this question so I am going to try here - WHAT is with the tree at Daley Center Plaza near the NW corner of Dearborn and Washington that is always just absolutely covered in birds. Like thousands of birds. Does anyone else know what I am talking about or am I losing it?

Hi , can any recent joiner tell me about the on-boarding processes including the joining day activities in Infosys consulting. I am about to join in this month.

Hi.. I'm currently working as Data Analyst in TVS. Most of my work in Advanced Excel only. How can I move forward myself into Data Science by learning new technologies or any courses? Please guide me

Where to buy good quality fancy socks without paying $40 a pair ?

How’s everyone holding up?

What’s the best agency to work at?

I am interested in speaking with FAs approaching retirement. Many have no continuity/succession plan. I want to help develop that plan and find them a successor. Do you know anyone I can assist?

What’s harder, networking or dating?

In your aggressive portfolios, what % do you put in international? I've never done more than 25%, but i see people at 40 or 50%. If international averaged 8.1% from 93-17, while domestics averaged

Anyone with LPL that uses an outside E&O carrier for your registered rep needs? Their shit is expensive

Looking for recommendations of any good non-finance books to pass some of the downtime at home

Just lost out on two potential clients because they said they were concerned about how many clients I have. Currently have approx 250 households ( Ed Jones speak for mailing groups). I never thought that was a lot but now I am reevaluating. Curious as to how many relationships you all manage.

If you buy individual stocks at what point do you get out? Both if it’s lost or gained..curious to hear others thoughts. I have a loser I bought at $77 currently at $31. Don’t plan on selling 🤷‍♂️

Completely psyched myself out in an interview. How do I recover? I just got so nervous

What is most people's process for updating their client CRM notes? I have become a bit lazy with this process, and am just curious how other people do it.

Should people be fired for lack of people skills?

What is your go to watch in the office?

Unusual situation: My client called her advisor for an account held away from me, and asked for her RMD from that firm be aggregated with $2700 RMD which represents her RMD with me. Because she forgot

Curious, what is your company's paid parental leave policy?

I spent abt $25 a client last year for gourmet chocolates and don't think I would do that again, think 4 out of 30 families even told me they received them. Anybody have gifts that were home runs?

Want to hear responses from other RIA owner/operators or IARs. Assume basic E/O is $1m limit per event and you have several big accounts ($5m+) would you raise your E/O limit? If so to what?

Fam - need some uplifting. Has anyone done something that was so publicly embarrassing at work that you felt it was a career ruiner? How did you recover?

I am hoping some RIAs could help enlighten me. Invoices: How often do you send these? Do clients mail checks or do you simply bill out of the account? Can you email them?

Does anyone currently work with LPL as an RIA? Or has anyone left LPL to a different BD? I'd like to know the insights of LPL

What do you do for outside the box client appreciation events?

At Wells, we have a monthly email newsletter (automatic) as well as an email platform on demand. Do you guys think clients receiving a monthly newsletter is too much and would look like spam?