Planning software- does anyone know of software that is good for younger clients? I use moneyguide pro but it does not seem to be made for clients that are coming in for planning over questions like can they afford a house or other short term goals.

What’s the best site to put your condo on rent other than Kijiji & MLS?

What do you think is the hardest part about points and miles? Earning, credit card sign ups, credit scores, tracking or redemptions?

Anyone have a lawyer or personal finance advisor they trust and recommend in NYC? Post MBA and new to the city; I need to buckle down and finally get a will and outside $ advice on taxes.

What were people's 401k /pension balances at 30?

Feeling behind at $40k but making big headway now saving 10% and pwc wealth builder at 6, (26k a year on 160k)

I’m originally from Brazil and most of my investments are allocated there.

Brazilian fixed income products are paying 13.25% returns and I’m wondering if it’s a good idea to secure this return in Brazil or if now it’s a good time to build a portfolio with US equities?

(90% of my money is on my Brazilian portfolio)

If you leave J2 and get another (new) J2, does the first J2 show up on new J2 background check? Assuming these are w2 roles. If so, how do you explain that? 🧐

Is now the best time to get a deal on a new smart TV, or given the looming 2023 recession, are prices bound to dip even further next year?

What does 401k mean?

Anyone know where/how to go about getting L/VL/VA CE credits form insurance carriers? Anyone have some specifics?

Any good insights/links around miner profitability analysis across the various bitcoin variants. (I mean taking into account block size, block time, incentive per block, difficulty level..)

For those who pay attention to cryptocurrencies and are not bitcoin maximalists, which altcoins do you think are doing the best work in terms of useful innovations?

This slow and steady stop is a little scary.

Long time advocate getting a little nervous. Believe in technology, but have no idea what my true investment worth will be by year end.

Is now a “good time” to be purchasing more shares of mutual funds I like? Every time I check the price it’s almost at its 52-week high so I’m concerned about “buying high” but also don’t want so much cash sitting in my savings account 🤦🏻‍♀️ help!

Let’s talk credit cards! Is there any one which has 0% foreign transaction fee? (Like Revolut)

Hello fishes, will be really insightful to understand cost of living in Doha for a single person. Rent + food and other expenses manageable at 8-10k QAR/ month?

Angel investors invest at the most risky time & take exit at the most lucrative time

That’s why they’re called angels, but why is it VC with the GOD complex.

Help needed! - Urgent!!!

I have a ELSS FUND which need to dispose because of independence, which I bought 1 week 3 days ago from my DMAT account do any one know the procedure or please please guide me what to do.

Pros and cons of purchasing a house that had foundation issues but was repaired and have a lifetime foundation warranty now ?

Any twin toddler parents? I have twins (2 years old) and i am unable to figure how i would get them into college. With the current tuition costs and living expenses of attending college, i feel i can either buy a house or get them education. Any advice on how to plan savings?

Looking for recommendations for a VSO/service to help me improve my disability rating. I’m about ten years out and realizing that what I was rated getting out (90%) was probably low and has worsened.

Looking for senior Salesforce developers/architects in the US! Joined my previous mentor in starting a new Salesforce practice. Company is based in SF but we’re ok with folks working remotely. Might require some travel once it’s safe again but not anytime soon. Good opportunity to be actively involved in building something from nothing

Once you get into a FAANG company, is it better to stay where you are or move around? I’m a dissatisfied with my current job but I have vesting stocks, work 9-5, and people to know and respect me. I am the sole provider for my family and value quality of life and stability. I have some interview requests from other FAANG companies that I know pay more but I worry about starting over. Anyone switch companies and either regret it or are glad they did?

Anyone worked at multiple FAANG companies? I’m trying to choose between 2 and can’t decide.

For those who have worked at multiple FAANG companies, what are the biggest differences between them?

Which one is better and has a great career in future?

Data Scientist OR Salesforce Developer?

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

Can the group members please share their experience about the CFE exam? How many days of preparation does it require? What are some of the useful study resources?

I have cleared 3 rounds with Deloitte for PMO Role, have an upcoming final Partner Round, any idea what that is?

Anyone else basically become comatose on either Saturday or Sunday when you get a weekend without work? I have all of these things I’d love to do, but as soon as my brain understands that I don’t have to work, it’s like I completely lose all energy. It’s making me feel bad about myself. Any tips?

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?

Does IBM providing mac books to new hires this year or is this domain specific? Lenovo ka thinkpad chhod k dell Hp b chalega.. macbook ki chah ni hai. Plz batao kya process rehta h.

@Vialto Partners is any working for Vialto London? How are you enjoying it so far looking to move there but not sure.

Are the UKI CCs been instructed to share the talent discussion outcomes (I.e. Feedback) with counselees by 30th Oct as our NA colleagues have?

How much package can UBS provide for tech skills like Java, spring boot, microservices, Cloud and having 7 years of experience?

Can anyone share their experience for "Wealth Management Americas(WMA) Investment Products IT Change the Bank(CTB) team"? How are projects I mean newer or legacy technology, WLB, team's culture?

Places to stay in Iceland that aren’t hella expensive? Also, any suggestions on ways to save money when there?

Hello fishes,
I am actively looking for a change. please let me know if there is any opportunity for me.
Thanks
Tech Stack: node js, git, angular, javascript, sql, mongodb
YOE : 2.7 years
Last working day: 26 th August

How do you judge a low ball offer with how the market is changing? Earlier this year, you would look at comps and say this is the value. Now with rates going up and people pulling out, how do you justify the value? (View point from the buyers end)

What is your go to watch in the office?

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

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

Not a CFP so I’m not truly in the know. That said, if I’m reading this article right, 10/2019 to maintain your CFP, you will have to drop your 7 license if you are dually registered?

Anyone looking for a succession plan or looking to sell their book? CFP with a decade experience in Wealth Management.

What’s harder, networking or dating?

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.

I have a client who wants to liquidate all his investments to buy a home. I told him I wouldn't recommend going cash poor. What is the fascination with HAVING to buy a home when you get married?

I just graduated college a few weeks ago and began my first full time job. I received essentially no training and am feeling super overwhelmed. I don’t want to come across as helpless to my boss

I am a new financial advisor in Washington State. How do you go about finding books of business for sale? Or where do you go to find clients? I don’t have a big warm market.

I'm inheriting a book from a FA who resigned. This is my first rodeo at this sort of thing, so any ideas on what to say when reaching out to the clients?

For you guys who run fee based AUM: Do you allow for HH account consolidation in order to let all client's account be billed at higher breakpoint thresholds?

What is your method of keeping up with market trends? Still in growth mode with the business so it feels tough to keep up. Just diversify and asset allocation. Is it better to chase returns?

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?

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.

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?

For those that work from home, do you often find your self playing with your phone while you're in a call and not paying attention to what's going on in the call?

Anyone know what is a fair counteroffer for a Virtual Team Financial Advisor at Morgan Stanley? Their job listing says 60k base.