Part of a BD now, thinking of going on my own as RIA. Costs would be about 50% less, which makes it seem like an obvious choice. Have a deep family friend relationship with current firm, though. I don’t want to burn a bridge, but am I crazy to be a bit upset that the relationship could keep me from doing what I think may be right? Really struggling with that part of the decision.

Hi fishes,
I am currently working as Branch Manager (scale-2 officer) in one of the leading public sector banks and have 5 yr experience in core banking. I am having 2.5 years experience in the IT sector on vision plus as a software engineer (before joining the bank). I have knowledge of core banking as well as good knowledge of banking tools like finacle, caps, imac etc. I want to switch to private financial institutions.
Any suggestions about such institutions and the domain for I can apply

Why did you decide to leave your first firm job? If you had a chance to jump ship but stayed, why did you stay?

I'm dealing with some toxic masculinity at work from someone that works on my team. Does anyone have advice on constructive ways to address this type of behavior?

So, a recruiter gave me feedback that my lack SPHR or SHRM-SCP is causing my resume to be knock out by AI and human recruiters despite my position and work history in Multinationals and being in Technology. They suggested that we put SPHR ( Lapsed). I let it lapse in 2017. What is your opinion? Plus if I were to take another certification - should I take SPHR or SHRM-SCP?

I am a Angular Frontend developer with HTML, CSS, js, ts as my secondary languages. I also have some idea of Azure app services (and recently passed my AZ900 Exam last month).

Yoe: 4

I wish to upgrade my techstack but not sure what will help me to grow FINANCIALLY and have sustainable career in IT.
Can you guide me on what can I learn for the same.
1. React and react Native
2. Azure and complete any certification such as AZ 204
3. MEAN stack.

Curious what firms are doing to keep people socializing during COVID. I miss my coworkers but I'm sick of zoom calls.

Hey Fishes,

Will ECBA (Entry Certificate Business Analyst) certification by IIBA be helpful to me in my career ?

My background-
* B.E in Computer science
* MBA in Systems and Analytics (2019-21)
* It's been 6 months I am working as an Analyst- Data science at Infosys

I’ve been reading a lot of FIRE books lately and want somewhere to discuss. What are the biggest takeaways from your FIRE journey/ research?

Hi I have 5+ yrs of bedside clinical research nurse experience and have been trying to pivot to the CRO world. I have applied to over 40+ positions and keep getting rejected. I have reformatted my resume to ATS but that doesn’t seem to be working either. Why is it so hard to get into the CRO industry and why is my hospital experience not translating? Thanks

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

For pre-MBA associates (A-A promotes) in restructuring, are exit opps any different than those for post-MBA associates (which are apparently very limited versus analyst opportunities)? For anyone currently at these shops, any advice on how to move to a distressed fund after a year or two?

Any transfer from tax to FDD? How was the learning curve from the transition ? And what were some unforeseen challenges that you didn’t expect?

How did you go about finding a therapist and/or coach to support you in your career transition? What value did they add, what would you do same/different if you had the time again and any other tips?

What’s the best product company in US to go into if looking to exit from consulting? Anyone with similar experience that they would like to share ?

Is it possible to get from hedge fund tax into finance in anyway?

Anyone who is an SDET? How much coding do you do?

Did anyone here have a professor or mentor that changed their life and got them into this industry?

Risk assurance senior and planning to leave for industry to do security compliance soon. Would want to come back to big 4 to do security consulting, how should I plan out my career route? Just a lost young soul who graduated from college 2 years back...

Hi Fishes,

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I have been working in sales/account management for 7 years. My ctc is 8 lpa. I feel I'm paid less. What should be the ideal salary considering the experience i have

Still waiting for the Heinz soup response

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Any advice on where to find the best “profile guides” for the top MBA programs? I find that the school descriptions on poets and quants are a bit outdated.

I started Adderall and have been drinking a ton of water, over 120oz a day. My throat feels thick, not like an alrgic reaction almost like a strep throat feeling and my ears are popping. This started when I started my douse, anyone experience this or am I just sick

"Eaten by people in all countries and harmless, the tomato is a member of nightshade family"

In above sentence, 'eaten' and 'harmless' are adjectives? If yes, then why aren't these parallel According to OG

Has anyone else begun to resent data science?

Hi,
To what and all places can I travel in Bengaluru for 2 days with family ?

1. Bannerghatta National Park
Please add on to this....

I have been seeing all of these "studies" saying that many people prefer working in the office versus working from home... I'm doubting these results and want to conduct my own little poll.
Do you prefer:
A) Working from Home
B) Working from the Office
C) Hybrid

Hello all, my first post. Anyone else feel like their general manager won't promote them because they're afraid you'll make them look bad. Like they don't do their job well enough so you'll outshine them? Do you stay? Leave? Try to build the relationship? It's been a year. @Aimbridgehospitalityllc

What’s a typical salary for a Director of Operations in the NYC area?

Would you rather be a big fish in a small pond, or a small fish in a big pond?

Do PE firms give annual COL raises, even in years when inflation is standard/normal?

What is the best way to study for a PHR?

What is the average time now to hear back from interviews? Are people just getting ghosted or is there feedback?

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

What is your experience with The Bill Good Marketing system?

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

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

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

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?

Average salary for a Senior Associate who’s in the process of getting their CFP?

How do you advertise?

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

Are any RIAs charging for maddening 529 plans? If so, how?

Anyone with experience using a VA that serves financial advisors specifically? We are considering outsourcing some of our administrative tasks.

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

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.

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

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?

Any advice for someone in the middle of a merger?

Anyone use SmartAsset for leads? Any success?

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?