What would you consider a fair amount to charge client to mange their Employer sponsored investments for them i.e, 401K/403B etc. I was thinking somewhere in the 50 bps or $750 annual range.

Good liquid funds?

What are the Benefits/Perks of Joining Deloitte India? ( Not Deloitte USI)

Anyone here recently get or see any amazing jumbo mortgage rates? It’s painful to search each bank individually. Would love something under 5.5% (only looking for 30 year fixed)

Coming from McKinsey, Google health insurance seems a little worse. What other benefits exist that you all actually enjoy the most? I hear people talk a lot about Google benefits, but maybe the onboarding doesn’t do as good a job of showing that ? Side note-yet to join but excited!

Hi Fishes ,
I have joined Accenture any suggestions on how to get a project.???

Do you feel that in SEO there are too many ways of conducting the same tasks. I have had a string of managers within the past year, it’s starting to get very annoying as each person says method A is wrong and B is right, another manager would have the complete opposite view. Have you had similar experiences when this practice and adjustment begins to interfere with client deliverables.

What are the best defense company vacation and healthcare policies?

People are soft now a days and don’t read the fine print of you’re an at-will employer - which means you can be let go for any reason with or without warning. The business owes you nothing and life is not fair. Stop complaining about who’s doing what, ranks, who’s voting for who, who likes you and who doesn’t, benefits at other firm compared to yours, this right and that right and ask yourself the last time you HELP yourself. The sun will come out tomorrow and no one really cares. Help yourself

We have launched a new firm. As we come out of the gates we are looking for people who can bring their own clients. Not an “eat what you kill” situation, we will pay salaries and benefits - but we can’t afford non accretive people in the first wave. We hope to quickly evolve. DM for info.

Does anyone know how the federal student loan process works after you have submitted your FAFSA?

Does PwC wealth builder create taxable event when rolled over to IRRA? Thoughts on rolling to RothIRA instead (which is taxable)?

Out of box question

Which broker is best for mutual fund sip and which plan is best for tax saving in mutual fund.

I am doing this first time

Thanks

NW dropped from 970k to 840k in a matter of 4 months. So depressing start of the year. How do I recover from this?

I need some financial advice. I am a first year associate with no debt and I'm interested to hear what people think is the best mix of contributions 401k, Roth IRA, and investment account

X-bowl post. Looking to rent a house in Houston - Richmond, Sugarland area. Not finding a lot of luck on Zillow. Any other effective ways to approach this?
I'm not from Texas, so completely unaware of any local ways to handle this. TIA

Can I open a sole proprietorship doing the books/taxes for my buddy's startup while working at the big four?

Is it ok to tell firms who I am interviewing that I am a up for promotion to Director soon when I am just a first year manager. Can they check?

Hey fishes, need some clarity on following cases

1. I got HC this year and last year, this year I got promoted, still my variable pay bonus % was same both years, is it a default method for all or its controlled by Managers ?

2. Will HC hike with and without promotion will also be same ?

How much hike I can expect from Staff to Senior promotion this year at High Contribution

Is there any point in holding xlm

Going to submit my resume for a role at Bain. Any inputs to make my resume stand out?

Anyone tried working at a jewelry store on commission? I want to try it but don't know if I'll make enough

Very 1st interview with PwC M&A, transaction services tomorrow - any tips!?🙏🙏

I am currently seeking direct lending in Latin America. I am working with several clients that need amounts from USD 1 million to more than USD 50 million in the form of credit for their companies or projects.

Anyone interest or working in the Latin American Private Credit business please message me.

Cognizant put my candidature on hold after both rounds of interviews and HR ended up telling me that it’s coz of my current CTC. They will interview more candidates and accordingly get back to me . As of now, my candidature is “on hold”.

I was told that they’d have to give me a higher designation to justify my kind of salary. Right now my YOE fall in Manager band. How true is this?

The interviewer asked me my current CTC only and no discussions on expectations have happened till now.

Thoughts on Heartbeat?

Can anyone recommend good case prep materials?

How much are Pharmacy technicians making in Arkansas

Have a “technical” phone interview with an FDD Manager coming up. Any advice on what to study for a “technical” interview? Currently an A2 in audit looking to jump to FDD.

Been exploring Northern WA state (whidbey island and surrounding areas/ islands) - any recommendations for places to explore or good tasting spots for food?

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

New to the industry. How do I find new clients in this COVID environment?

The most important question you should be asking your interviewer is _______.

*shows my mom the work i've been doing* *mom doesn't understand what i do* mom: i'm so proud of you!

I'm doing the EJ "Day in the life" soon. I'm very excited about this new journey. I've been in a completely different industry for a long time. Are there any EJ FAs on here thar care to give some guidance on this exercise?

With LPL paying 50 bps to come on board and places like Ameriprise paying up to 300 bps (are you kidding?).... how does a wirehouse or regional advisor adequately assess pros/cons in making the move?

Has your firm moved to or is in the process of moving to single share class for mutual funds? A & C share classes are no longer available, only Advisory share class. No more trailers, commission inly

Anyone work at Morgan Stanley that knows how much a financial advisor team manager makes?

I'm thinking of leaving Jones. I'm quite profitable, and yet HQ just seems to want more. Any ex Jones out there that can speak about your experiences in going Indy? Thanks.

My office needs a commercial grade printer, something capable of printing 2000 sheets per month, 25 sheets per minute minimum. Two trays minimum. Any suggestions?

Do any other women (or men) constantly experience people assuming you’re an assistant ? It seems like being a young female people assume you must be the advisor's assistant. How to do handle this?

What’s comp like at Northwestern Mutual? What percent of production do they pay out in the early years and what are the rates like for renewal business? What do they pay on proprietary life and annui

Sitting for the CFP in March. Any tips on how to best maximize the next 3 weeks?

Everyone says play the game of politics; make people like you. What are some tips for putting on your game face and making people both below and above you like you, when you may not like them equally?