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

What is everyone’s top 1 or 2 favorite books on personal finance? I’m always looking for a new one to bring into the fold of what I’m doing

Would ETH be the next BTC?

Hi all
Can some please help me !!
I have already paid self assessed tax but in income tax website its not updated and money also debited from bank
What should i do now

Rental property managers in ALX

Hi! I am preparing to rent out my condo in Alexandria (off edsall road) in the spring. Anyone have any tips for first time landlords? I’m planning to work with a rental mgmt company that has 3 properties in my complex. They’ll charge 1 month rent for the marketing and 7.9% mgmt fee. I am moving to a lower COLA and don’t mind paying for the mgmt, but I haven’t found a good cash flow calculator to forecast taxes, etc. Any guidance would be appreciated! Thanks.

I recently sign a lease. The apartment will put my security deposit into an interest-bearing account and requires me to fill out a form W9. I will join EY this June and just wondering if this is ok in terms of the independence rule. I guess the apartment will put my deposit in some sort of funds. Anyone with EY has experience? Reading the independence brochure, looks like it does not specify something related to this scenario but just wanted to confirm . TIA!

Recently attended an FA conf. where there was discussion about 401(h) plans & their tax advantages.
I know a variety of 401(k) providers available via my B/D but don’t know of 401(h) ones. Do you ?

EPOR a solid first option trading choice?

Does the UK have tax breaks for people with kids, mortgages, etc. like they have in the US, Singapore, etc.?

NRF matched Millbank in TX yesterday

Anyone know how to transfer your 401k after leaving acn?

I contribute 10% of my paycheck to my employee share purchase plan. Is this smart to do given the tax repercussions behind it? Is it smarter to invest less in that and more in my Roth or 401k?

How did you get into real estate?

Where to buy a 3 bed flat in London on a budget of £500-600k for max growth opportunities in the future? ~1000sqft, (share of freehold) or long lease, close to Crossrail. Or is it best to wait it out?

Best long term investment strategy against inflation to get to a large nest in for retirement?

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

Significant other and I crossed the combined $1M net worth mark this quarter! Mostly in RE and 401k so we will not be FIRE-ing but still excited to be in the 7fig club.

Sorry, need someplace to celebrate and you guys are awesome.

Laaa laaaaaaa lala wait till i get my money right (just accepted a PE offer woo)

Bought my 911 last year for ~$120k. Only put 4,000 miles on it and seeing online values in the ~$130k range. Am I crazy for considering selling it? She's in perfect condition (even though she's my daily)

Anyone participating in dry January or done similar things in the past? Did you notice an effect on mental health or other benefits?

It makes me intensely uncomfortable when I hear people who should know better misusing the word “myself.” As in “please cc Kate and myself on your email.”

What’s the best city for commodity trading right now? Combination of opportunities, time zone, comp net of taxes, lifestyle...

Best books about product management for a good exit to industry? I already have an MBA and PMP but looking for a refreshed perspective since it’s been years since my formal education.

Currently reading “Product Managements Sacred Seven” but it’s geared toward the startup world. I am in healthcare and not looking for a startup role. TIA!!!

Anyone witnessed these protests first hand?

Have deliveries been delayed because of the protests? Know the bridge has been closed... I’m expecting a delivery (work-related equipment) this week so trying to set expectations.

What are salaries like for class of 2019 in am law 50-100. I have average working attorney collections as high as our senior associates but I’m only making 215k. Trying to see what salary I should ask for.

I know this probably isn't the bowl for this.

However, I rather reach out to the good folks here than have to rely on matrimony apps.

29 M, at NYC/NJ. Indian born, been in USA for 6 years. Work as a Director in M&A.

Looking to meet a like minded individual.
Anyone out here looking and in the same boat as me?

Does anyone work at a firm where legal assistants don't do legal assistant things? For example, I have to do my scheduling and calendaring. I have to upload documents to our file management system. This morning, a name partners assistant didn't realize the name partner had a depo and didn't confirm it. This is how this firm as been for decades and it's incredibly frustrating to work this way. It's so hard to not stress over this daily.

Feelings in general on Reminger and comp?

How long are you typically on the phone each day? My phone time has steadily increased throughout the pandemic to around 6 hours per day

Is it possible for someone with anxiety to have a career at MBB? Anyone currently in this situation? How do you cope?

Any sense of FAANG senior manager bizops (non-technical) Comp for 10+ years of experience at Deloitte? Looking more specifically at roles at AWS and Google. Thanks in advance as I know the comp structure is much different!

Anyone here who made the exit from Big 4/MBB consulting to a VC? If so, I’d love to hear about how the experience is so far. (Not to mention the WLB and comp!) I’m considering a career change but have no one in my network I can go to for insights. Thx! 🙏🏾

Negotiating an offer with MBB. How should I negotiate for unvested RSUs? I have about $400K with a vesting schedule over the next 3.5 years. Thank you!

Think about this for a minute... why would you sell a book? Because you didn't want it anymore or it was beyond its useful life, kinda like an old car... it's old, rusty and needs more maintainence than it provides useful transportation, it's in the repair shop more often... everytime it goes in you find something else wrong with it? Plus, the prices the buyers are willing to pay are outrageous, by the time you get it paid off it's in the junk yard. No easy solution to building a sustainable business except hard, persistent work. Control Your Future, Go Indie RIA!

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?

Has anyone hired a consultant to find them a practice to purchase? I'm not asking about the big players like KMG or Succession link.... I'm asking if you've worked with an individual contracted consultant... If so, wondering how the experience went.

Anyone looking for a junior partner in Kansas City area?

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

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

How do you determine the value of an agency. We do mostly protection products but also a few million in advisory. The BD side seams straight forward. It’s the insurance side that’s hard

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

Purchased a book internally via sunset agreement doubledthe aum and asset base over 2 years, worked out great. Would like to do it again, located in Southern California. Could offer bonus plus sunset.

Shot in the dark…Any independent/hybrid advisors seeking a female successor?

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

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

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 to buy from retiring advisor in Indianapolis.

Anything for sale anywhere in the continental US let me know.

Looking to buy a practice in the St. Louis, MO area if an advisor is ready to consider retirement, could transition over 1-3 years as desired.

Looking for practices in Oklahoma and Arkansas to possibly purchase.

How do you find firms/books of business to buy? All the posts on here are buyers looking for sellers. Where do you go to find someone looking to sell or retire?