Top Producer in the industry for 16 years - ML 👉🏻UBS 👉🏻RIA - Understand the industry, the game and the way it’s played.

Need feedback on AXA Advisors and their independence channel. Consider?

When contributing to a 529 plan in PA, in addition to being able to deduct PA state taxes on the contributions, can we also deduct the Philly city tax?

So i forgot to move my 401k over from my old job a few years ago. Never done it since because I didn’t want to incur penalties. Moving job again, can I do it now?

I’m a first yr in NYC biglaw (2nd yr in Fall) — is 3.2k for one bedroom in BK (think downtown BK, carroll garden, Williamsburg) too much? Always have lived in manhattan so I’m not sure what reasonable rent for one bedroom in BK is.

Hi folks ,

Can you suggest some good residential society near Gachibowli ( 2BHK or 1 BHK ) ? How much should I keep the budget for a 2BHK in that area ?

Thanks in advance.

Hi - any good books recommendations for getting started on real estate investing?

How are you all voting on the fair tax amendment? I am voting no because I do not want to continue giving our government money until they fix the pension situation too. But curious to hear your thoughts.

Does anyone think Biden will *not* further extend the pause on student loan payments until after the election?

How to best calculate the loss of value(diminished value)to my car due an accident? Insurance agency quoted a really lower amount.

I am brand new to the process and keep hearing conflicting reports. Should I be waiting out the market? Or is this the perfect time to buy if you can? I don't trust all these realty sites telling me I should buy now.

too ambitious to seek a 1-bed EV / stuy town on 100K ? If you have a success story please share (or send BK recs)

How do people increase their credit score? Mine’s only around 790/770 for transunion/equifax respectively and its been like that for a while now. I have 100% payment rate, only 3% credit utilization, and 0 hard inquiries for the past 6 months or so. So far I only have credit cards, no loans yet. Thanks in advanced!

AOC and Sanders both oppose lifting the salt cap? People in their states- new York and vermont (and generally other states with high state tax) do you agree?

How do you renegotiate your commission rate on TD Ameritrade and it’s platform ThinkOrSwim? Is this requested online or do you have to call in? Does it have a decent success rate? Im at the original .65.

How do I classify my property for tax purposes if I received rental income for exactly 15 days this whole year? Primary?

Does anyone have any inspiration stores of FIRE without an incredibly high income/family financial support. Looking for hope 😅

Am I the only one that feels like we should have our student loans forgiven? (And I used to be adamantly opposed to ANY student loan forgiveness)
Our salaries continue to DECREASE as cost of living increases (not just “no raises”…decrease!…I realize I’m preaching to the choir haha). I can barely (and by “barely” I mean “can’t” TBH) make bills, pay for kids activities, etc (also a single mom of 3, for more context) LET ALONE pay my loans…
How do we start that movement?…
Who’s with me?! 🤷🏻‍♀️😜

What’s it like in these SF Bay tech companies ? With the crazy benefits and high pay ? Any tax folks here can shed light on difference between that and PA?

Any Range Rover Velar owners/leaseholders here?

Would love to hear about the good, bad and ugly. TIA 😊🙏 Also about whether you own or lease it.

I signed up for in-person DLaunch. Any idea where they’ll send me? I’m based in the Philadelphia area. Start date is March 7th.

Need a job as Scrum Master.. I am fresher into it .

Just went to my first spin class. Wow. That shit is tougher than it looks

Can any healthcare bankers with experience in dealing with Canadian Healthcare system shed some light on why the system is inefficient and why it takes so long to see a specialist?

What does a portfolio construction analyst make in Toronto?

Are there any in-house jobs that focus on strategic thinking, advisory, research, writing/communicating with business teams? Or do they all mostly focus on drafting/reviewing contracts? I’m in big law and yearning for a lifestyle improvement but am concerned with getting bored in-house

Is anyone applying to in-house jobs and wondering how to find out salary range before investing too much time with interviews? I would like to avoid asking about salary up front but I don’t see any other way to find this information.

At MBB, level for level, do implementation practitioners make the same as generalists?

If I was a junior on a team during a campaign launch, is that something I can put in my book? I helped during the concepting phase, was responsible for keeping the boards up to date, and wrote a lot of the supporting materials (print, social etc) but obviously I was not on the shoot or the lead on writing the script. As long as I’m clear about my role is that acceptable?

Offer Evaluation:
I have offers for product manager roles from the following companies:
1. Airmeet
2. Razorpay
3. Flipkart
4. Meesho

YOE: 5 years
Offered(Approximate): 50 LPA + ESOPS
I would like to know which company is best and do I need to negotiate more on the offers?  

Anyone willing to offer a referral to United airlines?

When do you update your LinkedIn when lateraling? I have a week off in between firms and am unsure as to when the appropriate time is to update my profile. My first day at the new firm? Or after finishing at the old firm?

Salary discussion done on 13 Nov, but no further updates on offer letter release from HCL, will they release or not?, hr is not replying my calls or emails. How long will it take to release an offer letter ?

What is role of Agile COE in Wipro. How this COE works in Wipro?
It it worth to join Scrum Master in Wipro.?
Any onsite / Promotion Opportunities for ScrumMaster

How's TMA looking these days? Best accounts? Worst?

I’m looking to identify a good consultative selling program for a newly licensed junior advisor. Would value ideas of programs which you have had good success and experience with! Thanks.

Has anyone used a tutor or a specific company for 1 on 1 expedited training specifically for another license? Need to take a new license quickly and would like to find 1 on 1 help.

Looking to go independent hybrid what firms should I talk to

anyone in here strictly.service 401K plans on the independent side? how much can you make on that realistically with a medium size AUM book being currently managed? trying to determine if meetin..

Anyone have any experience or feedback on Commonwealth? Pros? Cons?

Cayman islands anyone?

Anyone looking to earn dual equity... in their own book, but at the same time in a bigger roll up aggregator looking to be at $1B in its first year and $5B in its third?

Schwab independent Advisor channel anyone?

Looking for a new home in Maine?

Anyone here make the jump from wholesaler to advisor? How was the transition and did you have to start from scratch?

Seriously considering a move to Edward Jones. Pros? cons?

Does anyone know of a resource to understand and compare the different career agent contracts with the large mutual insurers?

Best study guide for CFP?

United Planners is a dynamic hybrid firm interested in true partnership with experienced financial advisors looking for open architecture Low cost platforms. No proprietary products.

Senoir advisors and owners: What do you offer in commission and fee splits with junior advisors? what do you pay office staff?

juniors, what is your current or past comp split?

Looking to bring on some millennial advisors to our RIA.

Anyone here currently in or looking to make the transition to a client service associate or paraplanner role? Hiring in NYC- please respond to this post

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.