RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

I want to retire but I'm in my early 40's. My husband thinks I'm selfish because most of our luxury spending money comes from me. I'm burnt-out in this business and don't want to work anymore. I don't mind not going on luxurious vacations anymore and cutting back on our expenses. I keep seeing my loved ones die at fairly young ages. I want to enjoy what is left of my life. I'm perfectly fine with scalling back. What do you think? Am I being selfish for wanting to be a housewife?

I see open positions for technical architect role in Salesforce. Can someone help in understanding what does the role entail? Is it similar to PA role that others mentioned? TIA

Hi All,

Currently I'm working as a Software developer in UST Global with 5 years of experience. I'm planning to make a career switch to a Management role. I'm doing my MBA course from IMT, Ghaziabad and Liverpool Business School through Upgrad platform.

Is it worth doing it. Will I get a job after my MBA course on a good pay scale. Your valuable inputs are needed.

Thank you.

Hulu commercial times are getting out of hand

What does HealthScape do exactly? I know they work with payors but had a recruiter reach out and their response to my question was vague.

Can anyone help me with salary range of Associate Delivery Manager?

Worked in Financial Services and Wealth Management for 12 years. CFP working in the banking channel and completing my MBA within a few months with a focus in Mergers & Acquisitions. Really can’t take the stress and compliance involved with being an Advisor anymore I’m losing hair everyday. Any suggestions where to go?

Advice needed on handing in notice, I recently signed an offer letter and understand the screening process takes 4-6 weeks. I have a month's notice period and have agreed a preliminary start date in Feb.

I was planning on not handing my notice in until the checks had been completed so its all secured (not that I think I will fail any checks), but apparently I need a reference from my current employer not previous ones. Can't really do this without handing in notice can I?

HI BCG Fishes, I am Currently a Quant in the FI looking for a change. I got approached to join BCG GAMMA as Solution Lead. Any feed back regarding the Solutions Track in GAMMA is it worth taking I havent been able to find much about this track? Boston Consulting Group

Did everyone think their agency looked after them this year? In what was such a messed up year.

How does a role in clinical affairs differ from clinical research? Any clinical affairs manager out there to shed some light? Wondering if clinical affairs will have more sciencey roles.

Can anyone tell me the difference between a senior and lead validation engineer( no direct reports in both cases) in Pharma/ biotech ? I am not sure what’s the hierarchy and which level must get a higher salary. Or is it just referenced interchangeably in different companies ?

“I see a lot of myself in you” 😭😭😭

Me at Eid Prayer:
OOO message “working on client laptop” 🤝 OOO message “working on Deloitte laptop”

Anyone up for Summertime Dinner this weekend in Kolkata?

Looking for tips for website design at a basic level. I focus on branding and printed materials so I created my website with weebly and I’d like to clean it up a bit!

Hey Protiviti and friends of Protiviti. New hire MD here and excited to partner with you all. Let’s get this site more active. I genuinely appreciate the good / bad / ugly we get here. What’s your current view on your career and why?

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?

What is your experience with The Bill Good Marketing system?

Does anyone have insight on what a trading/portfolio manager role should make at a smaller RIA (less than $2B AUM). I am the first in my company to be in a trading position so am not sure what I should be expecting in terms of salary and overall comp. Thanks!

Just made the move from a wirehouse to join an RIA! So excited!

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

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

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

My wife left her job that provided us health insurance for a reasonable rate. So I’m finding myself searching for some reasonable alternatives. What are you guys doing? Any cooperatives?? Or what??

Hello Everyone! I am newer here and just wanted to say hi and introduce myself! I work with a Hybrid Independent RIA. If you are an FA curious about Independence or are considering a move, feel free to reach out to me here or directly on my cell. 205-218-6962. Have a great day!

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

How do you advertise?

I'm an independent solo RIA in California. Highschool buddy of mine is a permanent resident of Canada and wants me to manage his money. How do I take on Canadian clients?

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.

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

Does anyone have any good ideas for client appreciation gifts for certain mile stones that don’t break the bank besides a gift card? i.e. when they have been with me for 1 year

We are going to start providing social media posts our marketing team created, mostly non-branded and you are able to auto-schedule them. No cost to use, specifically for our RIA’s who don’t get...

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?

Best way to generate leads today?

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.