The Lounge

For off-topic thoughts, ideas and questions.

in  Edit Bank Statements PDF on Mac & Windows for Novelty Purposes

by Fiona951753

Yesterday

Prospecting, Marketing and Selling

Share techniques for building/maintaining a business.

in  "Stock Broker" vs "Financial Advisor"

by siddheshmulik9887

Yesterday

General

A roundtable discussion of the latest trends, problems, news, etc.

in  Diablo IV News: Release Date, Trailers, Cut to the chase and more

by diirrunesigv

Dec 2, 2022

Technology

Discuss the tools that make your job easier.

in  Latest Update AWS SAA-C03 Exam 2023

by Jordan4311

Dec 1, 2022

What's Up at Firms?

Discuss what’s going on at firms throughout the securities industry.

in  Anti harassment indoctrination hooha

by WORLD PEACE

Jul 9, 2009

Insurance

Annuities, long-term care, life, disability, etc.

in  Commercial Title Loans

by TitleLoansc

Nov 11, 2019

Investing

A place to discuss news, analysis, trends and strategies on investing.

in  Finance Tips

by matthewbates

May 24, 2019

Rookies & Trainees

A place for rookies and wannabes to have their questions answered.

in  I was Discharged from Merrill Lynch U5 Question

by scamuto

Aug 18, 2022

RIAs, Independents

Anything and everything related to the independent financial advisory business

in  RIA looking for IARs

by MikeAllen1

Jul 16, 2022

Legal and Compliance Issues

A place to discuss the securities industry’s legal landscape.

in  Digital Currencies for RIA Compliance

by Victor Chandler

Apr 7, 2022

Forum Updates

How to get your login/report bugs

in  Post Bugs Here!

by Jenifer Smith

Jan 20, 2022

Clients

How to build great client relationships, client relationship mistakes, your worst client nightmares…etc.

in  Make Money Investing in Forex Managed Accounts

by forexgdp20

Jun 30, 2020

Site Feedback

Discussion about this site, its organization, how it works, and how we can improve it.

in  Main Website (Trackers/Behavior Analytics)

by Anon-Security-Researcher

Mar 2, 2018

Business Travel

Where financial advisors and wealth professionals discuss all things business travel…the best hotels, restaurants, bars, etc.