Made M and was planning on using my YE bonus to open a Betterment account. Not sure if creates a conflict with D's Tracking and Trading policies. Any Ms or above have a Betterment account? Thoughts?

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

No really. You should contact independence with fuzzy questions like this that aren't clear cut.

like

Call 1800 deloitte and ask

like

So insightful. Thanks?

like

Jk I lied. It's 0.25% if >10k invested and 0.15% if >100k. And its annual not monthly.

like

Let your FB fam know!

Put in 10k into my betterment account to start it up. 0.35% monthly fee I believe, which is very low. Variation of funds to choose from is pretty good and I set it to automatically take a certain amount from my bank account every month. Have yet to see the full results but given how this is for a long term, it could be a while.

0.35% a MONTH?! Holy shit!

My understanding of holding indexes (which is what you should be doing on betterment) is that the fine print of "independence" means you can hold an equity explicitly. As long as you aren't being specific, there's no foul play.

You can hold an index, but you can't own funds from certain companies regardless of what they hold. Not sure if it is the same at other firms.

Related Posts

What is the salary for a ‘H4’ band?

like

I need an assistant/paralegal. Probably part time at first. I live/work in a small city in Oklahoma, solo practice. I would like approx 10 billable hours/week (if part time) from them. What do i look for in one? Pay amount? (Most here make around $12/hour). Incentives for bonus money?

like

I've been allocating 100% of my Roth IRA funds to Vanguards target retirement fund 20XX. Should I keep doing this or do I need to start getting into VTI/VOO/VTSAX as everyone in this bowl is so fond of?

like

Any thoughts on salary/pacakage for a Solutions Architect position in London vs Amsterdam? As the cost of living in Amsterdam is around 10-12% cheaper, would it have an impact on salary?

like

Hi folks, May I know the bonus and hike cycle in KPMG India

like

When will real estate law move past the need for original signature pages? They are the bane of my existence.

like

How to go about getting a pre approval letter for mortgage? Wait until you want to make an offer on a house you like? And if that falls through do you keep getting a new letter for every offer you make?

like

What should a Cna/mht expected hourly pay/ yearly salary with 5 years experience in Delaware

like

Hi All,

Kindly suggest which option to opt for

HCL 27LPA with 15% VP
TCS 22LPA with 2.5L VP

I know there are more difference with Salary in HCL but I am worried about Job Security and Work as I have already reached 12 plus of experience as .Net Developer. I am planning to settle down for few years. Kindly suggest which option to opt for.

like

How easy is it to make manager in 4 years in a large metro B4 tax group? How does an early promo manager salary compare to a non early promo manager?

like

I received a message on LinkedIn from an internal recruiter at a company that sounded intriguing. Would it be bad form to ask for more information about the role and about comp up front? I wasn’t looking to leave my firm until later next year at the earliest, but the company sounds really interesting. Don’t want to waste a lot of time if the comp isn’t right, though.

like

I am staying at a one-bedroom temporarily in Manhattan while taking covid precautions. I am so single. I feel poor and behind in life. Money makes the world go around.

like

Can someone inform me of the average salary for a Workday HCM Recruiting Functional Consultant - Sr. Associate @pwc

like

What’s been your most impressive/successful salary negotiation when you’ve received an offer? Did you manage to get way more PTO or other perks?

like

Anyone looking for a house to rent in Homewood IL ?

likefunny

What’s the salary range for M1 in Toronto, Canada?

like

Hi there, I had a question about 401k or Roth IRA. Should I put money into anyone of the two as an international student? I don’t see the point because I want to invest my money instead of saving it. Plus I don’t even have a permanent resident status so I don’t know if it makes sense saving it for retirement. On the other hand, the employer match and so on sounds good. So should I save it and take it out later or just invest it?

like

Should I put $20K towards my student loan balance of $230K before the no-interest period ends or max out my 401k, which I have contributed nothing to this year. I’m 25. Employee matches 4%.

like

Started at firm in second week of March and am at 1,700 right now, on pace for 2,000+. M&A 7th year. Who else is this busy? Keep reading M&A down across the board, but not feeling it here…

Obviously love the job security, but am at lockstep bonus firm and pretty sure at this point bonus will be on base scale last year, so kinda bummed about that.

like

What is the average salary for an Employee Benefits Account Manager? I’ve been in the industry 6 years.

likehelpful

More Posts

Hi Fish, this is regarding the ITS Accreditation Program. Is anyone attending the same in Mumbai. Have a few query

like

How do people feel about VGAC going for the 23 and me merger? Shares are about $10 now and I’m thinking I might buy in and see where it goes. Thoughts?

like

Hey guys need more than 11 likes to access DM

like

32 M Los Angeles. Indian. I like going on walks, trying different foods, and traveling. Hope to get married sometime this year, iA. If you are interested let me know.

like

Gift ideas for GF dad? We have been dating a year and a half, I get along with him super well. He is dealing with some medical complications so isn’t to active at the moment but loves cooking and golfing. He is one of those guys who already has everything he needs, and they are super wealthy so I feel bad getting him any clothing or accessories knowing it wouldn’t be as nice as the things he wears, although I know he doesn’t expect anything and would genuinely appreciate anything I got him

like

Has anyone given interview in Daimler for data engineer? Can you please help what kind of questions they ask in the first round?

like

Any unique gift recommendations for my husband’s birthday? He’s into gadgets, wine, cheese, sports (baseball, basketball, football), astronomy, fitness. Trying to spend around $100-$200 since I do buy him stuff throughout the year.

like

Scheduling added another S3 (my level) to my engagement but acting as a manager, while I’ve been on this engagement for a few years and getting great reviews. My ego is shot and I’m insulted. Advice?

What is the advice on what feedback to leave for a peer who really sucks at everything y'all have worked together on? It's about the time where everyone on my team requests feedback from each other and I'm nervous for it coming up. My manager knows that everything I've worked w her on I end up doing 90% of the work when it's meant to be split so it is a known issue. We're both at level 3 so are genuinely peers. She seems like a nice person but i have 0 positive work feedback tbh

How do you deal with clients who act like they know more than you even though they don't?

like

Hi All,

I had an offer from CGI for 14lpa two months ago. I rejected it as I received an offer from a product based company for 19lpa+5L stocks. Now I am not able to handle the pressure in this Product company and want to go back to CGI. Can I apply to CGI again? Will they take me? Is there any duration to apply again. Please help.

Yoe - 4.
Tech - Azure, Terraform.

like

Say I had a “friend” who gained 15 Covid lbs but is still on dating apps with old pics. Is that considered catfishing? She’s not overweight, but not fit anymore. Still good looking...she suspects. Is it best to update the pics? Or get on a BBW dating app? Definite fear of rejection at meeting. Thank God I’m asking for a friend because this shits embarrassing to type.

like

Anyone work in strategy and transactions analytics at EY? What is the work like on a day to day basis?

like

How much do overnight security/night auditor at hotels make in Atlanta?

So I say this with complete humility and an understanding that this is a fortunate-ish situation to be in. I’m in a position where I am tied to nothing, I have no children, spouse, or house. My job, which I’ve loved until some recent significant leadership changes, is sucking the life out of me and I think it may be time for a change. Because I am able to “pick up and go” I’m open to opportunities and locations. I’ve never worked with a recruiter but was hoping I could get some recommendations!

like

Any advice on moving from L4 to L5 in Amazon?

like

Can anyone provide referral for UBS ?

I recently got an offer from UBS, had some questions regarding firm policies and work culture. It would be really great if anyone could help me with those.

UBS has mentioned 2L of relocation bonus in my offer letter.
Do I need to submit any bills to claim the same?

like

Rower or Airbike??

Trying to decide which one to purchase for a home gym. Which one would you guys say is the better investment?

like

Additional Posts in Consulting

Now that the weather is getting better (in some places), does anyone have a good solution to prevent glare/sunlight reflection on your laptop so you can work outside?

like

How do you think consulting will change over the next 5-10 years? What skills should consultants start to learn to prepare for the inevitable change?

like

How long ago was your firm profile/LinkedIn photo actually taken?

Post Photo
likefunny

Seriously considering buying a used camper, doing a light renovation, and taking it out west and just working remote next summer. Put all of my belongings in storage, set my parents address as mailing address, and just be a nomad for at least next summer. I would get a Verizon router for WFH. Am I crazy to be seriously considering doing this? Single M 🐠, 26.

likeuplifting

Random Friday question: In your time as a consultant, how many client email addresses have you had?

like

I’m exhausted 😓

like

Split on the value of MBA. I am a Big4 Consulting Manager, (5 YOE, 2 of those at Manager level). I’ve progressed fast without MBA to this point, and MBA hires come in to my firm as Seniors which is below my level (appreciate they get paid more). I want to transition to industry. Is there value in me doing a MBA? I have no debt, so would be nervous taking on so much in student loans but I am trying to play the long game here. Have you seen experienced consulting managers do MBAs? Am I too late?!

like

Got laid off on Friday. Three days and I'm already bored out of my mind. Besides Jim, what are people doing to pass the time in between job hunting?

like

Best consulting firms for PE work (CDD,Value Creation)? Looking for the best firm for exit ops to PE ops eventually. Thanks!

like

What are the top consulting firms in the retail/CPG space?

like

Day 5 in consulting:

Finally it's Friday! Just 2 more days to go till this week is over.

likefunnyuplifting

Help - how do I fight claims by scammer healthcare providers?

I recently went to 2 different providers.

Dentist, made appt via Zocdoc to see a dentist that was in network. Another dentist at the location saw me instead who was out of network. I have text evidence they said it would be covered before visit. Claim was denied - asking for ~500 dollars.

Saw a specialist who’s office staff verified my insurance would fully cover the claim. Get the claim, says they are out of network. Owe 600.

like

Best books to study for case-study interviews? Or methods people have used? Coming from the consulting industry already but not a pure strategy role so need to catch up to speed fast

like

What is the value in professional certifications? ACCA, CFA, CIPD, etc.

like

Canadian PwC question - anyone know the range for M’s in consulting??

like

I can only imagine how Deloitte cyber must feel when they walk into client site trying to advise on security issues lol

like

Thoughts on EW MBA from Booth/Kellogg/Haas. Currently SC at Deloitte and want to transition to tier 1 consulting firms

like

Any idea how to save contacts locally on iPhone? About to leave my current job and don’t wanna lose these contacts once IT removes my account.. urgent please

like

For my fellow PC gamers out there - Anyone use their work laptop for gaming while on the road or do you travel with your personal as well???

like
likehelpful

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal