We have several practices for sale nationwide! Are you an interested buyer?

https://www.successionresource.com/practicesforsale/

iOS developer with 4+years experience please let me know if any of the company have requirements

JP Morgan vs Goldman Sachs

I have offers from both these firms, almost same package and same role.
Which one should I pick and why?

Anyone can help to get referred for roles in Barclays Bank? (For Mumbai and Pune location)

Hi guys ,
Need sone suggestions onto how should i claim HRA . I live with parents but i hve seen ppl claiming hra by gng into a rent agreement with parents . What all doc are req and i am planning to claim less than 1 lac so pan card wont be req.

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.

Anyone know what kind of experience or certifications I should be aiming to get if I'm trying to break into a pentest role? I just graduated last year and have about a year of sysadmin experience and am trying to get into it asap. So, I'm already applying/job hunting and probably won't get much replies but. Should I be looking at more security analyst/admin roles first? Going for certs? Getting a masters? Wondering what I can do to improve my chances. TIA

To you, what makes a good manager? What makes a bad manager?

Hello Guys

Do anyone have referral for SAP ABAP consultant/ developer
YOE : 2.8
current CTC ; 6 L/A
Location : flexible to relocate anywhere

Hello Friends,
Can an employee get Promotion or hike during Notice Period ?

Thanks in Advance for the answer.

OH: (RE: required meeting attendance)

"Ok, fine. I will say yes now but fair warning I may fake my own death beforehand."

Wow this bowl is dead...no one single in La?

Is it standard to not pay non-exempt employees holiday pay until they pass probation?

Hi all, I joined in Ibm on August -2022, but i am still on bench, is there any maximum time limit for sitting on bench, I heard lot of people are on bench, please help me to know the details

Does anyone ever use their overtime meal to buy something else when at Walmart or Supertarget?

FAR, what a pain..that’s all

What’s the overall feeling about presentation attire? Suit and tie?

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

Not including the canned stuff from wirehouses, does anyone send out a newsletter regularly to their clients?

LLP. 2 partners with a single employee. What could my client (one of the partners) do in the way of a retirement plan? 2nd partner may or may not “be in."

Received offers from PNC and UBS. Same position. Same benefits. Purely seeking opinions on the companies. Previous experience at EJ. Left to get away from outside sales nature and isolation.

How do you feel about "workplace of the future?" I literally can't focus when I can hear & see everything everyone is doing. It's definitely impeding my productivity to not be in a quiet environment.

Maybe a dumb question but if someone vests in a pension are they still able to rollover a lump sum into an IRA? Or is it too late? Have a client who keeps blowing me off to get documentation...CONT

Where do you all get your CE credits? I know that there are some lunches that I get invited to from wholesalers, but I don't have time to go to 27 fucking lunches.

Question for my 401k focused advisors out there--what programs are you using that is instrumental to your 401k practice that you simply can't do without? I'm being pitched on Envestnet & im not sold.

I would appreciate some info on custodians for an RIA platform. Who are people using and why? Thanks!

Has anyone bought a list of prospects that was actually legit? If yes, what company did you use?

I’m two years into my role and I’m not having any luck landing new clients. I know wealthy people but I have getting trouble getting meetings because I’m too young. I want to partner with a senior....

What’s the general guidance on the order to maximize retirement contributions for tax benefits for an normal individual and for a self employed/small business owner before moving to taxable accounts or alternate vehicles like cash value life policies?
I’ve seen for individual: match trad 401k->match roth 401k->max roth IRA->max trad IRA->max trad 401k->max roth 401k->max HSA
For self employed: max SEP IRA/solo 401k->max roth IRA->max trad IRA->max HSA

Of course situations differ but in general?

13 years experience and no college education. Best way to go about earning my BA and taking the CFP?

What are some good networking clubs, organizations, or groups to get involved in?

Do any of you guys use Microsoft Excel or anything like that when doing financial planning? Like for example having an excel spread sheet where you type in clients income, and income when retired

I have a client who is finishing up his neurosurgery residency. He is my first Dr client and I’m new so I know this could be huge for me. looking for some advice on 2 items in the comments! Thank you

Anyone knows about the base for chase PCA?

CFP thinking of taking a few month career break to search for a new position. Need a recharge and to reevaluate, not to mention time to search. Would this be a mistake? Thanks

Moving your book with a crappy written non solicitation clause at the old bd once I get the cease and desist what can and can't I do I know it's coming it always does but what is the next step?

I have a prospect who is a US resident living in Canada on a temporary work visa. They are being told by their advisor that they must liquidate all their accounts (brokerage, IRA, and 529). ...