We are in the process of consolidating accounts for a new client and moving them over to Charles Schwab where we custody - all straight forward stuff. The client has an old 401k from a previous employer and filled out the paperwork with that 401k to roll it to Schwab. So about $470k hit her Schwab account last week. And then exactly 7 days later, another $460k hits again. Both from the 401k custodian. But her account was only $470k. I think they messed up royally. Now what???

In a meeting we a client, we were looking at a stock image of a smiling Black man holding a baseball bat while wearing a hoodie. The client comments that it’s the wrong way to hold a bat. Cool. But, then follows up and says, “Also, he just looks aggressive. Like, this person would definitely attack me and my family.” I was shocked. But, apparently, I was the only one. Because everyone else on the call laughed. They were all white except for my partner who is Mexican. But, he still chuckled.

Would you switch careers for a 2nd time? I actually like what I do now 80% of the time, and I am really hesitant to switch again after all the work that I did to get here and the stability and benefits. Only reason I am considering it is because of the pay. I’m ok with the pay, but who wouldn’t like to make much more ?

Could filing an EEOC complaint against an accounting firm become an independence issue if you were later offered a financial reporting role at an audit client of theirs?

Hi everyone, any tips for resignation letters, who to meet/tell first, what to do before your last day (i.e. anything adulty like 401K or healthcare)? Any insights would be greatly appreciated!

Lateraling to a new firm shortly (haven't given notice yet). Do I need to file a motion to withdraw for cases where my name is on the filings, but just the firm is formally named on the Entry of Appearance (and will continue to represent the client)?

Are all large healthcare provider organizations (big health systems) messed up? In terms of poor senior leadership, no accountability, poor support to their leaders, mismanaged, etc.

What kind of modeling is required in ODD projects? What are u actually doing on the project? It’s described as M&A strategy ODD type of work

Any strategy folks out there have experience transitioning from agency to client side? What roles did you apply for and how did you position yourself?

Guggenheim healthcare reputation?

My partner and I are looking to move from NYC to Dallas in 2022. I’m in big law and he is a public interest lawyer. I can easily transfer within my firm, but he’s having trouble pinning down public interest opportunities in Dallas. It seems like they’re less available than NYC, but also not sure if we just aren’t looking in the right places. He currently does housing work but is passionate about civil rights and public benefits generally. Any tips on how to come by public interest opportunities?

Can we change project in Capgemini?

What is the best performing NPS available on market. Let's assume that I invest 50k per year for tax saving, what could be my retirement benefits out of this(30 yrs of investing). Please help me with calculation and suggestions.

How do you go about getting your first project manager job

Hello fishes,
How is shell project in cgi? How is the wlb in that project?

What is the average salary for analyst for client onboarding in investment banking in india

Hi, I am currently trying to switch from partnership tax into a corporate finance/FP&A role - has anyone been able make this pivot? Any tips? I have some modeling experience but still feel super under qualified. I have 4 years of experience and up for manager promotion this October, but want to leave before then. Any help would be appreciated 😭

Hello fishes, just wanted to request your help to unlock the DM features

Thanks and have a great day ☺️

Looking for wfh / remote roles in Data science / Machine Learning roles. Can anyone please refer me for same? Have 2+ YOE. Thanks!
Skills : ML, Python, SQL

Wow !! This is so frustrating !!
Got call from 13 HRs telling me about this amazing opportunity they have for me, but they immediately started to end the conversation as soon as they heard my notice period is 3 months !!
I mean their company policy is 3month NP as well, but they're acting like this 😅

We are getting the letters on 12th September (Monday). Got to know from reliable sources in HR. Just 1 day guys, let's go!!!

Is at home service still as popular as it was during the pandemic?

Were you anxious when you first started in biglaw? Any advice for a first year who is worried about getting laid off & feels the pressure to try best in every assignment to get work?

I am sick and tired of mental health professionals getting overworked and underpaid. No other profession I am sure is this horrible!!!

Hi Everyone,

Could you please refer me in Infosys.
I have an experience of 2.9 years in Mindtree as Devops Engineer.
Currently serving my notice period.
Thanks in Advance.

Regards,
Sravani

What is CAF initiate process during recruitment?

Interviewing for a SE lead role for a SaaS FinTech company. Any ideas what a good OTE to shoot for would be? Looking like 130-140 seems about right with 3 YOE.

I am so excited at the opportunity to go to my first SHRM meeting!! Slowly but surely this HR door is cracking and I know I am getting in!!! 🥰

Anyone have advice for advancing in your current role? My co-worker was hired in at manager level but somehow “proved” he was actually doing director level work and got a title promotion and salary increase in less than a year. I also went above and beyond my job as well (covering for him for a month while he was away on paternity leave) while taking on other projects outside of my job title and got zip—no raise or recognition. Any advice would be appreciated!

Who is in the dental field?

Coronavirus is more deadly for overweight people - shall we ban Coca-Cola ads for a few months to flatten the curve ?

What’s the biggest point of pain for you Indy’s, that tech or other services hasn’t fixed yet?

Has anyone left a wire house to go completely hourly fee based, and run your own financial consulting business? Is this a stupid idea or is it feasible?

My Week in Emoji: ⏰☎️🧹🚽☕️📥🧾💤 Hbu?

Should people be fired for lack of people skills?

Thinking about going independent and operating out of my home office. Does anyone have any thoughts to share about that? I’m wondering about clients coming to my home and FINRA issues.

How many hours in one day puts you over the edge of not being able to be productive anymore?

Words to say, questions to ask, things to do when a client who moved their money to year exactly one year ago, blind sides you with ACATS out after you’ve made 13.7% because he is conservative? GO!

Do y’all carry cash? Like i know carrying cash is a good thing to do by how much average do y’all have on your person at a time?

It's March, and I have done a lot of seminars in Jan and Feb. I've gotten a few clients but would like to increase AUM drastically! Any books, sites or advice on what I can do for marketing?

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

Does anyone work full-time with ML or MS as an advisor? How difficult is it securing an interview with these firms? Are their training programs as extensive as EDJ's?

New client looking to switch from Simple to Safe Harbor 401k (needs safe harbor because owner makes 5x what employees make(dentist office )Does anyone know if there is a custodian who offers this?

Best books to give to new young client who genuinely wants to grow and develop his interest & understanding of finance, doesn’t want to be bored, & cares about his investment accounts?

I’m taking the CFP exam Nov 8th. All tips/tricks welcomed !!

Thank you so much.

Any suggestions to find moments of silence/solitude during the work day? Can�t use meetings rooms and the place is like a wall st trading floor. Noise cancelling headphones?

Any book recommendations? Here are a couple that I've recently recommended:1) Freakonomics2) Super Freakonomics3) The Big Short4) Never Eat Alone. Please add as you see fit!

Spoke w partners at my firm about expanding branches over the next 5-10 yrs. Part of the focus will be to buy books but also bringing new advisors. Would you make the adivsor sign a noncompete?

Colleagues, I'm an experienced Relationship Banker looking to start a career as a FA. PLEASE, reply if you are part or you know any local RIAs hiring entry-level individuals in NY. Thanks!!!

What’s a topic you know a surprising amount about?

Looking for recommendations of any good non-finance books to pass some of the downtime at home