What’s it cost to work with an attorney when leaving a firm?

Can any1 refer me in JPmc ? I m an azure data engineer and yoe - 8. LWD - 19 oct

I am getting a 3% interest rate on a jumbo loan with 20% down on a $850,000 single family home. The ball park in July was 2.65 - 2.75
Checking if folks are noticing a spike in interest rates or if I need to look for another lender.

About to get about $10k from freelance. I have a full time job so my bills are already covered. Unsure how to split the $10k - got about $3k on credit cards to pay off, but no other debt. Should I throw the rest into savings? Buy some more stock (have a few $100 invested already)? Could do a bit of each of course but as I split it up it feels like less and less and like I'm not going to see substantial growth either way.

Is the GSU price while vesting based on the market rate at the time of vesting or is it fixed based on the stock price during hire date/month?

How much money do you make and have in your checking and savings? // how many years have you been working post college...

Looking for a financial advisor. Any suggestions?

I have 17-18 years experience in finance field. I have received a job confirmation with a large UAE bank in Abu Dhabi. What is the ideal salary to expect? I currently earn INR 70L in India.

Hi fishers,

I'm a Programmer Analyst with over 2.8 years of experience in SAS and SQL.
My preferred location is Chennai/Bangalore.
Currently I'm looking for a job switch and it's kind of urgent.
Can someone please refer me if your company has any opening for SAS and SQL.

Thanks in advance..

Hi guys...I am currently working as a process executive at Infosys BPO.. with a very basic salary of 16k..any professional advice on how can I get a salary hike here?
Any help will be much appreciated

Anyone here working in M&A tax? need a referral.

I'm a recently qualified CA (first attempt)

My CTC will be
Basic 13LPA
FB 7 LPA
Total fix pay - 20 LPA

80c - 1.5 LPA
HRA 3 LPA

Any one please help mi on which tax method will be sutable for me old or new?

Hi, l’m looking for a referral for a non tech forensic manager position. Feel free DM me if your company is hiring. I can provide more details in DM. Thanks in advance.

Loving the Olympics finally going on. In my eyes, the top sporting event. I say Olympics, World Cup, then the Super Bowl.

Anyone in Boston who's interested in meeting up?

Anyone works at PHD media grp? Any idea how much media planning manager makes in Toronto?

Hi All, I heard from someone that wipro is stopping recruting ex-wiproites like tcs? Is that true?

Any thoughts on TD Ameritrade Institutional as a custodian? Used to NFS/Fidelity, TDA seems much more efficient and user friendly.

Anyone with experience using a VA that serves financial advisors specifically? We are considering outsourcing some of our administrative tasks.

Texas FA’s when is your office re-opening?

Anyone interested in doing a collaboration on a YouTube video? Want to bring in other perspectives.

Do we need to do anything special to accept international investors?

Are any RIAs charging for maddening 529 plans? If so, how?

ADV clarification - i am now part of a smaller RIA, no longer affiliated with a B/D. I am trying to fully understand ADV requirements. Are there 3 main parts? Part 1, Part 2A and Part 2B?

What is your experience with The Bill Good Marketing system?

Do CFP CPA CFA and MBA make that big of a difference in the RIA world? I’ve seen very successful individuals with all 3 and without any at all

How do you advertise?

Anyone use SmartAsset for leads? Any success?

Part of a BD now, thinking of going on my own as RIA. Costs would be about 50% less, which makes it seem like an obvious choice. Have a deep family friend relationship with current firm, though. I don’t want to burn a bridge, but am I crazy to be a bit upset that the relationship could keep me from doing what I think may be right? Really struggling with that part of the decision.

Anyone charging for held away assets?
How are you positioning this? Do you charge the same amount as assets under management or is it lower?

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.

I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?

Working for a small RIA on 1099. I receive about 80% payout AUM and the firm covers port mgmt, marketing, and a client service rep. However no other benefits such as office, health, 401k, bonus. Stay?

Average salary for a Senior Associate who’s in the process of getting their CFP?

At what point do you fire a client? I have a 49 yr old client w/drawing $50K out of a $72K IRA (trad) to “pay off her home”, a move I completely disagree with/advise against.

I am seeking Financial Advisors with established books who would like to explore independence. Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients. We are registered with either the Securities and Exchange Commission or state securities regulators. Independent advisors are trusted with over $5 trillion of their clients’ wealth. All queries will be held in strict confidence.

Looking to refer a friend in the Las Vegas area to an independent advisor for term insurance and basic retirement planning.