New manager, need to move all my financial accounts to be in PwC's brokerage simplification program. I'm interviewing a few recommended advisors this week... what should I be looking for? Qs to ask?

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

"Is this vanguard?"

likefunny

I ask 2 questions: what is your background? I personally want someone who majored in some sort of finance/Econ. I then ask them how do they make their money? I.e. What incentive do they have to make me money? They should be able to clearly explain and also it demonstrates a vested interest in helping you. If they get pissy with these questions go to the next one.

like

Seriously though freakenomics podcast this week was a good primer on this topic

like

I'm definitely a beginner to this. I've been pretty hands off my finances up till now but it's time for me to buckle down and start understanding my own investment strategy.

I love Vanguard

@BCG Listened to that but my understanding is that we have to use a manager from one of the approved firms...

Just use Scottrade and research yourself.

@P3 Scottrade is not approved.... Do you work at PwC?

Yes, I'm a manager, and Scottrade was specifically on my list of BSP-authorized advisors. I'm even in the FS vertical.

@P3 Thanks! Scottrade wasn't on the emailed list they sent but it is on the official Spark site, so must have been an add.

Related Posts

What's wrong with Accenture website? I had applied for a role but never got an interview call? Now I am unable to apply for the job only! It says we already have your CV

like

What does anyone know of real estate in Web3? I keep hearing about it but it feels so foreign that I wouldn't know where to begin.

like

Anyone have any knowledge of in house for Farmers insurance? That car stipend is tempting alone.

like

Planning on opening a Bonvoy boundless chase cc for the 75,000 points and have heard the first year is free. Is that right? If it is, do I still get the 75k? Are the 75k Chase points or Bonvoy points?

I just cancelled my Chase Sapphire Reserve card. I transfer my credit to my freedom card to not hurt credit score as much. How long must I wait to open up the Sapphire Preferred card and get the sign on bonus?

like

What’s a “true lead” in apartments.com. Im curious if they’re interested in our property or if they’re leads based on preference.

like

Roth IRA? Yes? No? Who do you have yours with? How much do you contribute each month?

like

I have significant equity in a property (300k+) and maybe another 200k across other properties. I have a decent amount of money in cash and already 200k or so in stocks. Would you consider pulling money through cash out refi and using it? I get nervous for stocks being so high. I have a few properties in pipeline already. How would you suggest using it (if at all).

like

So I want to marry a physician (girl) as they make good money so I get a good life plus decent retirement. Is it selfish to marry someone for money???

likesmart

Anyone know how taxes work when you sell for a gain? Do Coinbase and other sites prepare a 1099 or are we on our own to "self report" our gains to Uncle Sam?

like

Thoughts on debt finance vs. capital markets for lifestyle?

like

How long does it take to hear back after your final interview for an in house counsel role? I did the final round of interviews for a Bay Area company last Monday and still haven't heard anything. No rejection yet, but the longer I hear nothing, the more I worry they're not confident I'm the right fit.

like

What is the correct path to obtain entry level positions in clinical research. My background is in health sciences and work experience has been 3 years as a clinical lab scientist. I have not been getting a whole lot of interviews, but the Interviews that I have secured went well but still resulted in being ghosted by the employer. Thx any advise and help is appreciated!

like

Hi,

I Got opportunity to give exam for PWC for 1-2 YOE Java Developer for Cyber Security. I can see rounds mentioned as Hirepro Test, Technical Interview and Partner round.Can anyone suggest what topics should i prepare for?TIA

Hpw do I buy alt coins? Deloitte, a u tattooing?

like

How to check what is there in full and final settlement as they just sent the amount to my account...not any mail or anything to check.

like

Has anyone done the "Google Project Manager Certification Program" in coursera?

If you did, did it get any more job/job interviews/ recruiters interested in you?

I am currently doing it, I thought it was 1 6 week module but it is ACTUALLY 6, 6 weeks modules... so pretty long... I am going to finish but I'm thinking it might not be as good of and investment as a thought hahahah

like

I recently finished my Masters in Cyber Security and have a Bachelors in Software Development. As much as I love the technical aspect of my degrees, I think the happiest me would be in tech sales. I had found an opportunity at IBM for entry level sales starting in 2023 and was wondering if anyone had gone through this or the Summit program? Looking for insight on applying and would love to chat with anyone who has or currently works for IBM! Thanks in advance!

like

Would you say Austin’s real estate market will go through a correction in 2022? I am considering there in a few months (wife and 3 kids) from a normal-priced city. While we can afford a house there, I am scared of getting into an extremely risky investment seeing such fast growing prices in 2021. I’ve read both bull and bear scenarios online and I’d like to get some “Bowl’s” thoughts. Thanks!

like

I’m doing second round interviews with Deloitte but also interviewing with three other companies. If I get an offer from Deloitte, how long can I put off making a decision in order to finish the interview process with the other companies? Is this generally frowned upon?

like

More Posts

Hi Fishes !

Need referral for EY job requisition : 922901. Would be greatful if someone can please refer.

Thanks in advance !

like

Hi folks,

I am serving notice period. I am looking for referral in the area of Frontend developer.
My skills - Angular, React js , Javascript, HTML5
My LWD- 30 October
Total experience - 1 year 8 months

like

I wish I was overemployed. Searching for gigs, but nothing yet. Any tips on how to get one or more extra jobs?

Is it true that Vanguad’s open an account page has been down for month? Only way to open an account is it to call and mail in app?

like
like

What is the salary range for KPMG SA in Financial Management for MC in DC? I can’t seem to find the range for State and Local Advisory. Thank you in advance.

like

Senior Associate with 24MAL at lighthouse - data and analytics consultant - what’s the comp range?

like

How much do you think current situation will affect promotions? Thinking that D will be pushing a bunch of promos back this year

like

Hi fishes,

TCS HR keeps telling me there is portal problem from last 2 weeks for releasing offer..anyone facing same issue?

Currently I moved to Infosys as a contractor with 14 years of experience and 21LPA. If Infosys makes me as a permanent then what will be my CTC, Will there increase my CTC, if yes then how much. How mach can I expect?

like

Hello All,

I bought CER006 on Nov 21 with my current company email id and completed one certification. I am leaving my current organization and I still have 9+ months time left for CER006. My company says the s user id provided by them will get de-activated once I leave (in a week). I have not claimed the amount also. Is there any way I can transfer the certification to my personal email I'd so that I can write other exams in time left?

Hello Guys,
Salary discussion is done. How long will it take get official offer letter ? Its been 3 days since then.

like

Hi,

I Got opportunity to give exam for PWC for 1-2 YOE Java Developer for Cyber Security. I can see rounds mentioned as Hirepro Test, Technical Interview and Partner round.Can anyone suggest what topics should i prepare for?TIA

What is the correct path to obtain entry level positions in clinical research. My background is in health sciences and work experience has been 3 years as a clinical lab scientist. I have not been getting a whole lot of interviews, but the Interviews that I have secured went well but still resulted in being ghosted by the employer. Thx any advise and help is appreciated!

like

Idk, how dumb are they?

Really enjoying this rye. Plan on making it last unlike the Four Roses Single Barrel bourbon I demolished last week. What should I try next?

Post Photo
like

Does anyone know if KPMG AAS group will cover CFA exam fee and study materials? Thankd

like

A $1T valuation is fine, but Tim Cook should be fired for the value loss that came from actually producing products, being famously boring and not losing his mind on social media.

like

What SAP LAB provides in welcome kit for associate consultants ??

like

11 Likes to enable DM, Pls help..

like

Additional Posts in Consulting

About to have annual comp discussion. What should I expect? Is there any room for negotiation

like

What the hell is PWC's human-centered design badge on LinkedIn that every intern and new employee posts? It's horrid but now I'm curious.

funnylike

Did anyone read the top consulting firms to work for? 😂😂😂

like

Picked the wrong origin airport for Emirates personal travel ticket. Called 45 minutes later and can't waive $500 change fee because trip is less than 7 days. How can I fight this?

like

For people in consulting - do you often read books about project management and motivation? Would appreciate your recommendations (preferably the ones with more than one thought for the whole brick of text 🤨).

like

If you had to decide between these roles based on these metrics, what would you go for?

Manager @ Tier 1 firm ($15bn revenue) - Low/Medium Pay
Senior Consultant @ Tier 2 firm ($0.6bn revenue) - Low Pay
Senior Consultant @ Tier 2 firm ($0.3bn revenue) - Low Pay
Principal Consultant @ Tech firm with new consulting arm ($0.2bn revenue) - High Pay with great benefits

like

For those that have been laid off, how’s the job search going? Have you gotten offers fairly quickly (I.e. 2-4 weeks after getting the notice)?

like

FAANG ranking: Google, Netflix, Facebook, Apple, Amazon. Is this correct?

like
like

Question from a newbie consultant - What are some good online courses/ books to improve consulting skills?

like

What's the pay for a SC in Advisory after promotion? Just got the call :)

like

Is anyone 1-2 segments shy of status with Delta and had to cancel trip due to ATL power outage? Delta says call back after Jan 1 and they will consider those segments but not 100% guaranteed.

like

Can you book economy plus at Ey? For someone 6'4 the extra space is life saving!

like

Top consulting firms in the aviation / urban air mobility space?

like

Bain & Company Are there books to read to be better at consulting! Deloitte EY Accenture PwC McKinsey & Company Boston Consulting Group Booz Allen Hamilton Bain & Company

like

I'm feeling quite down today.

like

Is anyone from Nashville or know downtown Nashville well? If u had to stay at the sheraton grand or ac hotel which would u stay at and why? For location and for the property?

like

Any idea what Deloitte and Accenture Strategy pay in Singapore at the Manager level (post MBA)?? Thanks!

like

Tech Consulting to PE? Can it be done?

like

What's the FSI strategy team like at KPMG?

like

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