We are an independent firm looking to purchase books in Upstate NY and Southern OH.

Hi All,
Does Citi provides joining bonus for immediate joiners?
Thanks

SCORES ARE UP!

I am a registered sales assistant which means I have my series 7. I also have the 63 and my Life & Health license. I was a financial advisor but the role is commission only so I decided to take a role as an assistant for some time to learn etc. I really like my role, but I only make 32k a year and after taxes I only take home about 25k. I have a gut feeling that I’m not being paid market value but it’s tough to find comparable salaries. Do you think $15.38/hr is a fair wage in this case?

Curious what’s a fair salary in MA? Was just told that there is likely not going to be a chance for a raise during my upcoming performance review due to my salary already being “above average for the industry” based on my employer’s questionable research. I’ve been with the company 8.5 years & am the only one in my role, which they can’t operate without. I execute tasks from two investment advisors and two financial planners - they make the decisions of what should happen & I make it happen.

3pl Warehouse recommendations / reviews - I am interested in what people think of their current warehouse and if there are any highly recorded warehouses located in the US that insiders enjoy working with. Sure there are reviews online but I want the inside scoop.

Smile whenever you come into your office. The work we do makes life easier for thousands of professionals worldwide, so it should not be taken lightly.

Any suggestions or reviews for volvo Xc40?

I've switched 2 companies and right now I am in third company. I have around 1.5yrs experience in Unity Game Development. I am getting 7.2lpa in hand, is it good for me?

How is yearly appraisal in VMware(% wise) ? I have started working in January.

When salary change happens yearly🤔

Hi All,

Any openings for Documentum Admin at pune location ?

Can I give notice by email? Or is it truly preferred to call the partners directly? What if they don’t pick up?

Today is supposed to be our “day off.” I always laugh when I see emails announcing special days off. What’s even funnier are the reminders about “half days.” Hilarious.

Hi everyone, I'm a fresher with a 6 months experience in analytics. Could anyone refer me for any analytics vacancies in your organisations ?

My skills : Python, SQL, Tableau, PowerBI, Adobe Analytics, Microstrategy, ML

I just started a new job and am about to be 36. I want to start a family but I feel like I should be waiting due to this new job. However I don’t want to miss out. I’m thinking about freezing my eggs

I'm going from working at a non IT industry to an IT firm. As an introvert I've faced a lot of difficulty in my career... Now since I'm also shifting to another industry completely, I'm feeling very insecure about my life at work. Please give me tips on how to make friends and be in the good books of the managers.

How is your Valentine’s Day?

Is there a firm that does a lot of consulting work for hospitals in Texas Medical Center (MD Anderson, Texas Children's etc.)?

What do people in PE investor relations do day to day?

Chicago & suburbs: seeking advisor min $20m AUM to change firms and team with me at my RIA to service clients better as co-advisors and build practice. Great tech, transition, and admin support!

Any bank reps have experience buying their book from the bank?

Established buyer backed by a solid firm seeking $1m+ in fee and commission generating revenue from sole practices and teams (based on T-12 production and AUM) to integrate into our system across the U.S. Upfront payouts followed by asset bonuses based on timely asset transfers. Serious inquiries from Principals only.

Looking to aquiring additional assets and clients. Anywhere in Ohio, Greenville SC, gulf areas of Florida or Jacksonville FL Preference. Dually registration with NFS/ Fidelity custodian. Redtail CRM. MoneyGuide Pro and Riskalyze planning software.

14 years experience with 9 years solo. Would prefer to aquire to transition.

Wells - curious. Where are you and are you buyer/seller? I'm guessing buyer and all the stats I read are completely in our favor, yet I feel like books of business should be going for sale every day and I struggle to find any good sellers?

Looking for practices in Oklahoma and Arkansas to possibly purchase.

Looking to buy a book in Colorado if anyone knows of anyone

Anyone in SE Louisiana looking to sell a book of business?

What do you feel is a reasonable multiple to pay for recurring revenue (wrap)?

Anyone in metro DC looking to transition out?

I’m currently a wire house FA who received assets from a retiree. I likely have 4 years before I’d be able to move my book of business, but I definitely want to move to an Indy channel. When should I start these discussions with other firms/business owners and are there benefits to merging with an existing practice at that time?

Selling structured book of autocalls

Bucks County, PA. Depending on size of book can purchase immediately or being a longer term succession plan.

Purchased a book internally via sunset agreement doubledthe aum and asset base over 2 years, worked out great. Would like to do it again, located in Southern California. Could offer bonus plus sunset.

Anyone looking to sell a book in Central Mass?

Anyone looking for a junior partner in Kansas City area?

Looking to buy a practice in the St. Louis, MO area if an advisor is ready to consider retirement, could transition over 1-3 years as desired.

Has anyone hired a consultant to find them a practice to purchase? I'm not asking about the big players like KMG or Succession link.... I'm asking if you've worked with an individual contracted consultant... If so, wondering how the experience went.