Question on portfolio construction: Model Portfolios vs Separately Managed Accounts. What do you use most as an advisor? At what asset level do SMAs make sense?

Gl as a aor

Does anyone have any experience with hub insurance?

How much are ESE paras paid in your district?

What is the expexted salary range for a 12 year exp in PWC AC in SAP Funtional domain?

How is optum for java 6 years of experience interms of wlb. I want to know the sprint howmany days and howmany days release will happening in project?

Cognizant calls me twice in a week whether I am holding any other offer or not.

Does that mean they will match if I am holding another offer?

Any MBB fish referring for a cleared data scientist in DC?

How much PKG one can expect from EY for 4 years

Cctc :10.5 fixed

Hi Fishes,

I have applied to one of the roles about 10 days back and I didn't recieve any calls regarding my screening or interview.

Can someone tell me how many days does it take for the initial screening to happen after applying.

Also, how much time will it take for all the process to happen ( screening + interview + final discussion).

Thanks in advance

Any shops to avoid as a Strategy Director? A female strategy director at that.

Hoping to receive a referral to McKinsey or BCG for a generalist consulting or communications focused role. I have over 2 YOE at Deloitte and enjoy market research and strategic communications. Looking to hone in on that passion and make a switch to a more specialized role. Would be happy to send resume and chat to see if there’s a good fit. Thanks so much!

Did Pinterest lift their ban on advertising branded/unbranded pharma? It got brought up in a brainstorm today and almost spit out my coffee...

What is everyone doing w/ their bond allocations w/ rates where they are? Thinking of using FIA for this portion until it settles down a little. Not a big fan of FIA, but might make sense. Chu think?

Has anyone every had a rep. from the social security administration attend their seminars?I'm thinking of doing a lunch and learn series with a rep from SS.

How do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.

What software does your firm use and how do you like it? CRM, scheduling, virtual Meetings, Client Portal, consolidated statements, etc.

I’m feeling really discouraged. I’m in the merrill lynch fa program and I’m prospecting a lot and going to tons of high end networking events. I have good convos but then struggle to get meetings...

Best technology to use that LPL has?

Anyone knows about the base for chase PCA?

Can some of you experienced folk recommend some good books for rookies? What are your favorites for investment strategies, marketing, selling, etc.?

Have an interview coming up. Am nevous about bombing. What usually trips you up and what should I look out for?

And another one bites the dust

Hey fish: what are some of your favorite business/self-help books?

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.

Anyone ever feel like having a career in consulting is effectively sacrificing the best parts of your life, or what could be the best parts of your life?

What's a good way for clients to bring referrals to events and seminars?

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

Can someone give more information on JPM Private Banker Role Associate Level. I am being offered a 150k base. What is the catch in this role? Can someone give any insights ?

Client referred me to thier mother. Has $68k coming due in cds and wants income. Money is qualified. Refuses stocks. Wants some money short term. Any ideas?

To what degree is the US economy isolated from the world's madness? There has to be a breaking point right?

Who here has an account minimum? Ours is $100k unless it’s a child of an existing client .

Best books you read this year that aren’t about sales, marketing or prospecting?