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  2. Once and for all- Here is the best guidebook I can give you for PWM / PB at the Associate level. Enjoy and show me some love... 1.1 What is Private Wealth Management? 1.2 Who is a High Net Worth Investor? 1.3 Industry Today 1.4 Career Paths within Private ...

    43 comments23 Mar 2019 -

  3. AMA: A Bored Financial Advisor

    New User Introductions

    Hello everyone. I've lurked here on and off over the years and realize there isn't much activity regarding wealth management, but thought I'd register anyway. I'm in my 30s, at an independent broker/dealer, been doing this over a decad ...

    107 comments15 Oct 2016 -

  4. Hey guys, Andy had asked me a while ago to do a blog on PWM, so I figured I'd give it a whirl despite this forum being mostly interested in IB. Most of my partners are out of town so the workload this week is particularly light and I'm not going ...

    60 comments24 Jul 2014 -

  5. wtf? We met a bar and talked for a few minutes then she asked why i was in NYC for the summer and I said I'm doing an internship at [bank} for private wealth management. then she f***g laughed for a second like it was a joke. Even though I missed out ...

    65 comments21 Dec 2014 -

  6. Can anyone here who has done a PWM internship related their experiences? Specifically, what did you find good, bad, etc about the job? Any tips on how to take full advantage of the internship for someone who wants to eventually get a BB IBD summer interns ...

    83 comments23 Feb 2018 -

  7. I'm looking for anyone with experience either personally or through connections to give a run through of some of the top PWM firms (Goldman, ML, JPMorgan, MS, Deutsche, UBS, Credit Suisse, Citi, any others I forgot). Specifically I want to know how t ...

    120 comments13 Jun 2016 -

  8. I'm currently a freshman in college and I'm exploring my options for the coming summer. This past summer I did a finance-related internship at a small firm. I wanted to hear your suggestions for what to do in order to best set up my career. Some ...

    169 comments24 Sep 2010 -

  9. I'm looking into a Private Banking Analyst position at J.P. Morgan. I'm a senior at a semi-target, and I've worked in PWM before. I'm curious to know:-How does private banking differ from general wealth management (besides just the pur ...

    38 comments21 Mar 2017 -

  10. I'm a recent accounting graduate, with only accounting experience on my resume with dreams of breaking into the finance field. IB or Sales and Trading is pretty much out since I didn't go to a real target school (Baruch College in NYC), but I� ...

    15 comments4 Apr 2018 -

  11. I'm a second/third year analyst at a BB Private Bank in the Southeast US, and need advice on where to take my career from here. The way I see it these are my options at the moment: Climb the ladder at my current bank and try to move internally Go to ...

    21 comments11 Apr 2017 -

  12. Useless PWM Internship?

    Asset Management

    I think I screwed myself over in the beginning with this internship. When my supervisor asked what I wanted to do, I was too vague and now I'm doing pointless work. I've only been doing it for a week though. I know PWM internships tend to involv ...

    34 comments16 Jun 2013 -

  13. PWM Exit Opportunities?

    Asset Management

    Hello, what are the exit opportunities facing analysts in PWM from bb firms. Is it common for analysts to go to grad school and transition to IB, hedge funds or PE? Exit opportunities BB PWM ...

    27 comments5 May 2017 -

  14. I'm graduating this year and have been considering going into PWM as an investment advisor full-time. I have done a couple summers at a bb and have a good idea of what is involved. I pretty much have no other offers. I am aware that 90%+ of new broke ...

    39 comments13 Apr 2011 -

  15. I found this blog pretty funny so I figured i'd share, and see what other monkeys have to add or say. Feel free to add to the list lol. 25 Guys to Avoid on Wall Street Investment Banking private equity wall street PWM sales and trading ...

    24 comments24 Feb 2011 -

  16. WTF!?

    Investment Banking

    Well I was on WSO and found high school students looking for summer internships... I was literally shocked since I am a high school senior myself... Am I suppose to look for an intern now?? And what is the normal route to IB?? What kind of intern do you d ...

    25 comments12 May 2011 -

  17. PWM vs P-Banking

    Asset Management

    Is PWM or Private Banking more prestige in terms of pay and experiences? Which BB is the best in each field. PWM private banking ...

    17 comments10 Mar 2017 -

  18. So I know many HF / PE guys, mid to late 20s, who at some point during college interned with a retail broker/financial advisor ("FA")/private wealth manager. You know, those resume padding internships (many unpaid) where you are an FA's gop ...

    21 comments10 May 2011 -

  19. In finance, a rockstar is usually defined as someone who produces the most profits for his or her firm or desk, it is synonymous with the "rainmaker", though not necessarily with the BSD's. It's a title dreamt of and lusted over by alm ...

    15 comments4 Mar 2011 -

  20. PWM vs. Hedge Fund

    Hedge Fund

    What is the difference between PWM and hedge fund? I understand that multiple investors pool their money into a hedge fund, but isn't that similar to what PWM does? hedge fund PWM ...

    19 comments6 Mar 2011 -

  21. Deutsche Bank PWM in LA

    Asset Management

    I have an interview in two weeks with Deutsche Bank Private Wealth Management in Los Angeles. The position is for Analyst with a two-person brokerage team. Can anyone give any insight on potential questions they would ask? Thanks! interview job Deutsche B ...

    19 comments26 Apr 2010 -

  22. JP Morgan PWM Interview

    Other Industries

    I have an in-person interview with JP Morgan Private Bank / Private Wealth Management for their 2010 PWM Analyst Class. Background on me: Senior Sociology student at top 3 public university. Marketing Consultant for our University Health Services, Adverti ...

    18 comments17 Apr 2010 -

  23. Went for a PWM interview, apparently its going to be purely cold calling. He literally calls it a sales-marketing type of internship, brahs got any ideas of how to spin it off into something slightly more professional/finance related for pre-ibd experienc ...

    16 comments22 Mar 2012 -

  24. Is the turnover rate in PWM / PB high? Are these people simply fired b/c they could not get the clients or did they switch careers? Are you given clients at a BB or do you have to cold call to succeed? Thanks PWM pb BB PWM Salary ...

    17 comments15 Dec 2010 -

  25. Hey, Has anyone got any experience on this group? Below is a brief description I found and it looks like a good group sitting within PWM 'The Market Solutions Group is a Capital Markets desk that sits within Private Wealth Management. The desk provid ...

    12 comments25 Feb 2018 -

  26. Due to some financial strain what do you guys think of picking up a part time job as I enter freshman year at a US semitarget? Am I just fucking myself over or have any of you been able to manage a job while maintaining a solid 3.7+ gpa? Internship BB PWM ...

    17 comments12 Sep 2010 -

  27. Hi All, I'm currently a junior attending a target (ivy league) for I-banking. I was offered an unpaid/college credit internship with Merrill Lynch in Private Wealth Management; although it is in a regional office, it will be in a big city. Most stude ...

    17 comments10 May 2010 -

  28. Rejected from PWM, lol.

    Investment Banking

    So I recently applied for a PWM internship (I'm a sophomore aiming for ibanking), and I found out today that I was rejected. It's super hard to find one because most want you to receive school credit. My school doesn't provide credit unless ...

    15 comments4 Apr 2012 -

  29. GS PWM vs no name IB

    Investment Banking

    Rising jr @ target, trying to squeeze in one last experience before recruiting (so this would be a fall internship) and lets say I had to choose between GS PWM and a no name IB. What should I choose? My prev. internship experiences would include startup, ...

    14 comments23 May 2013 -

  30. PE/HF the dream

    Investment Banking

    Hi Guys, Currently have a FT lined up at BB in EMEA DCM FIG, (think GS, MS, RBS) having completed SA at MM PE shop think (KKR, CVC, 3i), but debating whether to accept FICC trading offer at PWM boutique specialising in EU CDS arb. What are your thoughts r ...

    15 comments11 Dec 2011 -

  31. https://www.yardbarker.com/nfl/articles/ex_nfl_sta... Former NFL star, two-time Superbowl winner and now Wharton grad will be beginning in the PWM group at GS. Is there any precedent to a big-time NFL star working at a VP level at a bank? justin tuck nfl ...

    8 comments5 Jul 2018 -

  32. I'm a freshman and will be working unpaid at UBS PWM this summer. I'm wondering if anyone who was done unpaid freshman PWM internships ever got any money "under the table" as the saying goes. If not then this summer is really going to ...

    14 comments9 May 2011 -

  33. While I have been searching this website, it appears that a PWM job is much easier to obtain than IB or S&T. Although this may be true, what credentials do you need to get a job at a top BB or a reputable MM firm? Are analyst positions still dead end ...

    14 comments28 Apr 2011 -

  34. Series 7/63 Advice

    Asset Management

    My job requires me to pass both exams in a little under 60 days or I am fired. I just signed a nice lease for an apartment in a prime area and have committed myself to various things to take this job..so I cannot fail. I am about 4 years removed from fina ...

    11 comments14 May 2015 -

  35. PB shops with PE funds

    Private Equity

    Hey guys- I am looking at banks with PB functions (so think MS/ GS / Citi /Boutique PB) that also raise Private Equity funds. Would the PE fund be considered an investment manager from an operational standpoint? Investment Advisors in PB typically recomme ...

    10 comments3 May 2016 -

  36. Neither of the two are the best when it comes to breaking into Asset Management or equity research, but which of the two is easier to move over to the buyside? PWM probably has more networking opportunities and you are doing something front office-ish (mo ...

    13 comments7 Oct 2010 -

  37. PWM compensation $$$

    Asset Management

    Title can't be more explicit; talking about US market, might also be interesting to compare with UK, Swiss, LUX and Montecarlo salaries... PWM management Sciences po Paris Money lifestyle comp ...

    8 comments9 Jul 2017 -

  38. Hi, In about a week I'll be starting my first finance internship, which will be on the research team at a boutique PWM firm in the mid-sized city where I live. The issue is that I am a junior, and want to eventually go into M&A or S&T, obviou ...

    7 comments30 Apr 2018 -

  39. I just wanna know what to expect come superday. PWM Scholarship Salary ...

    12 comments14 Feb 2010 -

  40. Hi everyone, What i have come here is to ask whether I should take a PWM internship this summer (rising senior) or an internship in audit at a big 4. My career plan is to work at a big 4 auditing financial companies and then get an MBA and make the switch ...

    11 comments30 Nov 2010 -

  41. These are the words which shaped my youth. Growing up poor in Brooklyn, these guys were the stuff of legend and when you're dirt poor and the peaks of Manhattan look like a literal Wall Street Oasis...you develop a different set of sensibilities. Eve ...

    9 comments14 Aug 2010 -

  42. If this post seems redundant, I do apologize. I'm just trying my best to gain as much information as possible to increase my chances of getting into IBD. I am entering college this fall at an (Ivy) target school and I've been using Google/WallSt ...

    8 comments27 Jul 2016 -

  43. OK, I've always been impressed with SoftBank and Masayoshi Son because this guy publishes a 30 year plan. Can you imagine? He thinks 30 years ahead. Let's linger not on the impracticalities of this, but the principle... My nephew is thinking abo ...

    9 comments27 May 2014 -

  44. Hi, all. I was wondering if any of you have ever been in or seen a situation in which one FA's book had just gotten TOO big and he or she needed to decide which accounts to keep and which to pass on to younger financial advisors. How did they decide? ...

    9 comments2 Aug 2012 -

  45. The primary response to the financial crisis by the U.S. government was to put in place many new regulations that covered everything from setting up a business to centrally clearing all derivative trading. I was recently listening to a video blog posted b ...

    8 comments10 May 2012 -

  46. PWM recruiters / head hunters

    Job Search Advice

    Does anyone know recruiters specializing in PWM recruiting? or has anyone used one before and could shed some light? I am currently an IB analyst, looking to move into PWM. Any info / advice would be greatly appreciated. Recruiters Recruiting PWM jobs hea ...

    10 comments20 Mar 2011 -

  47. PWM Leads?

    Asset Management

    Do firms usually give employees a list of leads? Or are employees usually expected to generate their own leads? Are employees aloud to bring the list home? My parents are an hour and a half train ride away from NYC, so I figured I could kill 2 birds with ...

    10 comments16 Mar 2011 -

  48. Question for IB Associate

    Investment Banking

    Hi Everyone, I had a question for IB associates on this forum. What is the makeup of your associate class? I work at a PWM company and have a 3.2 gpa (think elite boutique, team based work). I am a recent grad and would like to get into banking at some po ...

    9 comments31 Dec 2013 -

  49. Help! I just got a summer internship offer at MS and was wondering if anyone knew the drug testing policy for local PWM branches? Do they administer drug tests because i have to admit, i love trees:) PWM Drug Testing Salary ...

    10 comments14 May 2010 -

  50. BAML PWM vs MM IB

    Job Search Advice

    BAML PWM is in NYC, part time, unpaid and the MM is local (big city), full time, paid. Is it worth getting the brand name in this case? I am currently a sophomore at a semi target, with aspirations of working at a BB one day PWM mm BAML Salary ...

    10 comments7 Apr 2010 -

  51. I have done a summer Ops internship and am looking to get into IBD. If I have the opportunity to take a part-time unpaid PWM internship during my junior year, should I take it? Or do PWM internships show the same qualities as Ops internships in the contex ...

    9 comments22 Jul 2012 -

  52. Hey everyone i am trying to figure out if i have any chance of landing a interview/internship/ job in BB investment banking. I just finished my sophomore year at non-target school. I am extremely active on campus, i.e. VP of Fraternity, project manager (b ...

    9 comments15 May 2011 -

  53. Hey guys, just wanted to gauge everyone on this. I went to IU's Kelley School of Business (undergrad) and graduated May 2010 (finance major). I've always been doing sales so after getting rejected by a few banks (I definitely didn't work as ...

    9 comments20 Apr 2011 -

  54. far too late

    Job Search Advice

    Internship PWM ...

    8 comments8 Jan 2016 -

  55. PWM vs Client Services

    Investment Banking

    My question is what will be the better choice.... Regional PWM at ML or JPMorgan client services (from what i was told they deal with funds and putting orders through and such) (+) would be doing real work here as i was told PWM Salary ...

    9 comments16 May 2010 -

  56. Should I give up my internship?

    Investment Banking

    So I have a dilemma. I want to go into IB after I graduated, hopefully by landing a solid internship at a BB next year (my junior year). However, from what I've read on the forums, PWM internships are bs. I won't learn anything legitimate, I ...

    9 comments24 Apr 2010 -

  57. Ok, I am interviewing at a couple of firms in Houston and wanted to get the boards thoughts on the firms that I am looking at. JPMorgan PWM Morgan Stanley SB PWM Merrill Lynch (FA Program) Any advice is appreciated. Thanks! ...

    8 comments16 Mar 2016 -

  58. I have an interview for a BB in their PWM business for a portfolio construction analyst role. It's entry level for a team within the division. Won't be part of an advising team, but an internal team that helps advisers with asset allocation, qua ...

    7 comments8 Apr 2016 -

  59. Hey guys, I'm interested in looking into a Sales related career. I think that I would have the qualities to succeed in a sales-type position and I think that talking to people seems a hell of a lot more interesting than looking at charts and numbers ...

    8 comments12 Sep 2012 -

  60. First Year MBA-> PWM

    Resume Advice

    Greetings fellow monkeys. I am a 1st year MBA student beginning Sept 4, 2012. I have decided to pursue a career path of becoming a private banker in PWM. However, I do lack much relevant experience, and was hoping some fellow monkeys can go ahead and crit ...

    8 comments28 Aug 2012 -

  61. L PWM Salary ...

    7 comments23 Oct 2015 -

  62. So I have a interview coming up for PWM at a BB and I would like to know how technical the interview questions will get. From what I understand, PWM mostly focuses on fit questions and less on technical, but I am still unsure on what to prepare for. Any i ...

    6 comments24 Aug 2017 -

  63. Another cold call job for me?

    Investment Banking

    Gurus, ...

    8 comments21 Mar 2011 -

  64. A little bit about me: I go to a total non target SEC state school. I have a pretty mediocre GPA (3.3), have mediocre extracurriculars, and have no previous internshipsmnance experience. I'm a junior this year and am obviously working on these things ...

    8 comments14 Dec 2010 -

  65. I have an offer from a large IM firm (250B+ AUM) and have the decision to work in either their retail division or in an investment associate/client facing role in PWM (neither involve any sales). The firm is known for their mutual funds/ ETFs so retail wo ...

    7 comments7 Aug 2014 -

  66. Hey buddies, long time no see. I was wondering what salary I could expect as an entry level position in an asset management/ pwm firm based in London. I have 2 previous experiences (internships in consulting & IB) and I don't know what could be m ...

    5 comments1 Jun 2018 -

  67. Hey So Ive recently contacted some branch managers and I just wanted to know how hard it is to get an internship there. Ideally, I would like to get one in NYC. However, I am from a non-target school in the Midwest (UW Madison). I am a good student (Dean& ...

    7 comments6 Feb 2012 -

  68. Anyone have any experience with this SA? It is for the private wealth management division of UBS, but not in a branch office, but at their PWM headquarters in weehawken. Any different? Exit opps after this kind of SA? I am interested in moving to Asset Ma ...

    7 comments25 Jan 2012 -

  69. Please give me advice on ML PWM

    Investment Banking

    I have a ML PWM internship setup for this fall, but my school is not wanting to give me credit for it. ML requires academic credit to be given for their internships, which seems to be the norm after searching WSO. Is there any way around this? Has anyone ...

    7 comments11 Aug 2011 -

  70. How's this for a strategy?

    Job Search Advice

    Knowing that applying to BB 's FT for IBD without a connection is basically a lottery, would the odds be better if I just apply to PWM for BB and focus on MM and Boutique IBD (I do have a very good MM connection). Honestly, at the end of the day I ne ...

    7 comments4 Aug 2011 -

  71. So apparently I can't get my work email set up on my phone. I'm a PWM intern and someone on my team said it's not possible to access work email out of the office. Does this happen at other banks as well? I don't believe it... email PWM ...

    7 comments7 Jul 2011 -

  72. What's the role of HR? Are they the ones to analyze resumes first, or does it go straight to bankers? Will commercial/ private banking internships help in landing a summer internship at a BB? I was going through Penn's career survey reports a co ...

    7 comments22 Jun 2011 -

  73. GS FIP

    Asset Management

    Anybody know what this is? How it relates to the analyst / associate roles? Goldman gs Sachs PWM CFA management asset Salary ...

    7 comments7 Jan 2011 -

  74. I have received two offers for a summer internship for this upcoming summer. One is Merrill Lynch and is unpaid--it seems like a great opportunity with a structured intern program (allowing interns to visit the Fed, etc. and holding weekly classes/educati ...

    7 comments20 May 2010 -

  75. Ok... So I was wondering, a friend of mine accepted an offer with Morgan Stanley Smith Barney... Would it be accurate to leave off Smith Barney and put on his resume: Morgan Stanley Private Wealth Management Summer Analyst Afterall, Smith Barney is part o ...

    7 comments16 May 2010 -

  76. Goldman Sachs PWM vs. MM IB

    Investment Banking

    I'm currently a junior going through the interview process for banking. What would be considered better: A PWM internship with Goldman Sachs NY office or doing IB with a middle market firm outside NY (Chicago, Philly, exc.)? For the record, Goldman i ...

    6 comments19 Nov 2014 -

  77. ibd bb pwm bb ibd

    Investment Banking

    . IBD BB PWM sophomore ...

    6 comments8 Jan 2016 -

  78. I'm a rising Junior at a target school, and up to this point, I have had no work experience outside of a family owned business. I'm an Economics major, about a 3.7 GPA, and in the Honors Program. My first two summers, I screwed around, had fun, ...

    6 comments13 Jun 2014 -

  79. Bessemer Trust Culture

    Asset Management

    Not much info on here for Bessemer Trust. Anecdotal stories have suggested that they have a very conservative culture. Anyone else have experience working for them or have an idea of the culture? PWM private banking AM wealth management Salary ...

    6 comments10 Sep 2013 -

  80. PWM is generally looked down upon, except for the opportunity to add "name" to your resume. Just curious, what is the exact difference between these two categories of PWM gigs/shops? I heard ML / UBS gigs are usually bich work. Would that be dif ...

    6 comments5 Feb 2013 -

  81. PWM Job Security

    Asset Management

    Hey everyone, Background: I'm currently a junior at Emory Goizueta setup to do a summer internship in accounting but am exploring some alternate career paths. I am interested in staying in Atlanta. So I've been reading some posts about PWM / PB ...

    6 comments5 Dec 2011 -

  82. Not sure exactly how to phrase this question, so I think it may be best to start with a bit of my story. I have no college degree and I worked in a lower mid-tier PWM firm with a recognizable name as a trainee FA. At this firm from the branch manager leve ...

    5 comments30 Aug 2016 -

  83. Stock Broker = PWM Advisor?

    Investment Banking

    What does a stock broker do? From my understanding. aren't they the same as PWM Financial Advisors? PWM ...

    6 comments6 May 2010 -

  84. I'm a sophomore at a target trying to decide what to do this summer. So far I have internship offers from a small PWM firm and one in the finance/treasury division in one of the smaller fortune 500 companies. I guess my question is, if I want to even ...

    6 comments5 Apr 2010 -

  85. UBS PWM vs. Goldman Operations

    Job Search Advice

    I am currently trying to decide between two internship offers for this summer: UBS PWM and Goldman Operations. I am not certain what my long-term goals are so I am more concerned with which internship will give me more useful experience in the finance ind ...

    6 comments21 Feb 2010 -

  86. Freshman Internship Question

    Job Search Advice

    Hey guys, I was hoping to get some feedback on which of these internships would better help me get an IB internship next year, hopefully in the JPM Freshmen/Sophomore Summer Honors Program. I have a corporate finance /accounting internship at a large tech ...

    6 comments5 May 2009 -

  87. PWM and IM Salaries?

    Asset Management

    Anyone know around how much someone at a top PWM and IM firm make around mid way through their career. investment management private wealth management asset management AM PWM im Salaries compensation Salary ...

    4 comments11 May 2018 -

  88. PWM- Showing enthusiasm

    Investment Banking

    PWM UBS ML PWM ...

    5 comments16 Mar 2016 -

  89. Please excuse my naivety, but I'm really having some trouble as to where to begin when it comes to looking for something for the summer. I ultimately want to go into IBD, but I feel like it's impossible to find something my sophomore summer. I h ...

    5 comments24 Dec 2013 -

  90. Hi Guys, I just received three offers for three different positions and wanted to see if ya'll can help. I'm deciding between public finance- investment banking analyst role, well-sized fund of funds analyst, and PWM analyst position with a BB. ...

    5 comments14 May 2011 -

  91. Multiple Internships or Not?

    Job Search Advice

    What's more important to have on a resume, various experiences or one experience over a long period of time? For example PWM UBS and Morgan Stanley part time or a single Hedge Fund Internship? I'm in this situation. It would be great if anyone c ...

    5 comments19 Apr 2011 -

  92. Anybody know the salary differences for first year analysts? I understand the difference between the two distinctions (PB vs PWM)... although I went through the interview process and still don't know which I interviewed with. Got this email: "We ...

    5 comments8 Mar 2011 -

  93. Sophomore summer in PWN

    Job Search Advice

    So I am a sophomore at a non-target looking for internships. I have had zero luck looking for positions in IB (no surprise), but recently was offered a payed position at a small PWM firm in my town. Should I try to hold out for a more prestigious firm? Am ...

    5 comments15 Feb 2011 -

  94. PWM site like MC?

    Asset Management

    Im curious if anyone knows of any sites like managementconsulted.com that's geared towards PWM /Private Banking? PWM ...

    5 comments2 Dec 2010 -

  95. Anyone have any advice/tips as to what to expect from a final round interview for full-time pwm analyst program? Much appreciated, thanks! PWM Final Rounds ...

    5 comments29 Nov 2010 -

  96. i had a few questions that were out of my curiousity and what goals i should set for myself in the future: i was wondering what are my career options in teh future if i have the given experience: independent investment counsel firm, pwm @ Merrill lynch, a ...

    5 comments1 Jun 2010 -

  97. What do you think is better?

    Job Search Advice

    I was fortunate enough to be invited back for a third interview with a money manager. The firm interviewed me for two roles PWM /client advisory services for high net worth ($50 million plus) ops for the institutional asset management side in the words of ...

    5 comments1 Apr 2009 -

  98. What is the youngest you guys have ever heard of someone getting a paid PWM internship? My friend got one at ML as a freshman, and I was if this was a typical result. PWM UBS MS ML intern ...

    4 comments11 Apr 2016 -

  99. Fortune 50 or PWM

    Job Search Advice

    Have an offer for a finance role at a large fortune 50 company and an offer from a boutique PWM firm that has been growing steadily for a few decades. Looking for advice to aid in my decision, thanks! wall street PWM decision Fortune 500 job ...

    4 comments17 Nov 2014 -

  100. Hi, I'm very interested in working in wealth management as an analyst/ associate (working with clients, equity research, analysis) as a job out of a target school, however I do not want to be an Advisor in the long run. Is this a good route to take? ...

    4 comments20 Sep 2014 -

  101. Hi everyone, Lets say I want to gift 20k to my son. Obviously I can pass on 14k without inuring any gift tax but can I give $6,040 to my cousin (pay him 40 dollars lets say so cover wiring expenses, etc) and have him gift 6k to my son? where dem pwm folks ...

    4 comments8 May 2014 -