Thinking about all the fiduciary options: Participant 3(38), Plan 3(38) or 3(21), Admin 3(16). What can a RK provide that would help us win plans with you?

Thoughts on Marcus vs. Ally vs. Wealthfront? Looking for a place to park my emergency savings

Hi IBM sharks,
My friend received bluepoints, what's the conversion rate to rupees? Can we redeem it as cash components?@ IBM

Thinking of moving my whole crypto portfolio into BTC. Is this dumb?

My new home construction will be done by March/April 2023. As there is a little dip in mortgage rates now is it better to lock the rates now ? I am in dilemma to lock the rates now or wait for few more months as I have time till March 2023.

Pre-tax 401(k) or after-tax...thoughts?

Thoughts on airline stocks? Good time to get in?

So should I buy Tesla or too late ?

Anyone have a good (and not exorbitantly expensive) accountant? My taxes have gotten more complicated than TurboTax and I can handle this year

What do you guys think about Investing in palantir which IPOs tomm?

I’m really discouraged. My after tax / after 401k contributions etc. take home pay is $6,500 monthly. I have $60,000 in savings / stocks for a down payment but even looking at a $550,000 home, my monthly payment would be about $3,400 from the calculators I’ve been using. Is that too high?

So discouraged that houses where I live are about 50% higher than what they were 2 years ago, and now interest rates are around 5.25% for my credit score. This is like a 1750 sq foot home

With NYC legalizing weed, are there any stocks to watch out for?

Alright auto fishes, I’m in the market for a entry level luxury car. Open to used or a lease. I don’t plan to use it as a daily driver, live in an HCOL. Only restriction is that I’d like to keep my monthly costs at no more than $600-$700/month (including insurance, financing / fees, etc; have a parking spot already). Doesn’t have to be a European badge. Thoughts?

Hey All,
I am going to get married in September.
My office is in Yemlur and my fiance's office is at EPIP zone. Which is the best place to live and which platform to look after the house
Budget - 25k
Kindly help out

Hi guys,

I got my full and final settlement today but I can see no tax deduction. Does anyone know the reason. 4k tax used to be deducted every month till now. I also got gratuity and leave encashment along

Hi everyone!

Wanted to know if Amex uses a lot of proprietary softwares/ processes which have no value outside of Amex?

I’m looking for a real estate agent in South Florida to help my buy a house. Must be an aggressive negotiator. Any recommendations?

Hello I joined Deliotte usdc like 2 weeks back ,
And
I only selected a location as Gilbert ,Az thinking living cost will be less , but Dono for what reason everything is increasing in Gilbert ,

Now I want to shift to Orlando location usdc ..

Can I do that ? What is the procedure ?
H1b visa

Is JS7 & L4 same ?? Any idea ??

When you have 5 years of digital buying experience and your boss decides to mansplain what retargeting is to you. 🙃🙃🙃

Interview with Deloitte for Healthcare Ops transformation Senior Consultant. Wanted to know what salary range i should expect. Candidate with post 6 years of experience with Top 20 MBA degree. Currently at a competitor.

In investment management at Deloitte. Wrapping up my second year here and looking to jump into a FP&A role/ valuation analyst. Is this a reasonable jump and what would salary expectations be?

I bought a house six months ago and while doing some redecorating, I found black mold behind the wallpaper in the kitchen. Didn't the previous owners have to disclose this to me, by law?

Dang, sorry I meant to comment on the post!

How much ZS offer to there consultants?

I finally have an extra room to set up a home office. I’m looking at motorized standing desk, but there are so many options out there that it is overwhelming. What’s your recommendation for an L-shaped desk?

Does wipro provides car parking to employees in Gurgaon cyber city office??

Hi Fishes,

I am S4 ABAP developer having 9+ years of experience. I have HR round today. How much should I negotiate with HR. What's the standard package given by Wipro for 9+ years exp. Please guide.

Has anyone quit without backup offer? Did you regret doing so?

Hello Fishes,
I got an opportunity from NTT Data BPO.
I am currently being hired for nightshift. Are there any chances for getting day shift or mid shift?
Or are there any chances to get a change in shift after getting on boarded?
Will it be okay to discuss this with HR?
Because during interview I said yes to Night Shifts.

Has anyone relocated their pet from India to australia

Hi everyone,
Can anyone pls connect me directly to the manager for onboarding, instead of company's job refferal id wise, coz mostly none of the companies actually reach out. I'm tired of current organisation's politics and want to quit. But due to 90 days notice period not getting any calls for interview.
I'm a PLSQL developer and data analyst using Excel and Tableau (basic), currently I have 2 yoe also having fair knowledge unix and java as well.
Please help.
Thankyou!

Hi Fishes, Anyone who recently joined Infosys in last few months. I need some help with launchpad and on-boarding process in Infosys . Thanks

Any Boston networking events coming up soon?

Everyone’s so focused on Airbnb and Doordash lol. Nobody’s talking about C3.ai though 👀

Is it a good Idea to inform my boss that I'm looking for other opportunities

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 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.

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?

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

Any advice for someone in the middle of a merger?

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?

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

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.

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?

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

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?

How many times do you follow-up with clients for an annual review? Do you email and call? I have emailed twice (no calls yet) but no response from the client. Keep trying or wait for them to reach out to you at this point?

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??

How do you advertise?

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

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

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.