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DOL - A Growth Opportunity

Posted by Vanderbilt Financial Group on 12/1/16 3:55 PM

On November 30, 2016, Vanderbilt Financial Group CEO, Steve Distante was featured in an FA Magazine article written by Dan Jamieson entitled, “DOL Rule Could Force Broker Moves”. In the article, Jamieson explores the varying responses sects of the industries has had to the impending DOL Rule and highlights how Independent Broker Dealers like Vanderbilt are experiencing an influx in Financial Advisors deciding to go Independent.

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Topics: DOL Fiduciary Rule

The Entrepreneurial Spirited Financial Advisor

Posted by Vanderbilt Financial Group on 11/25/16 11:30 AM

Justin Lafazan is an acclaimed entrepreneur, speaker, best-selling author and consultant with three companies under his belt at just 20 years old. The Founder of Next Gen Summit and best-selling author of What Wakes You Up?, has been featured in Forbes, USA Today,The Huffington Post, Inc. Magazine and more. Justin is on a mission to inspire the world’s young people to design the lives they want to live, through entrepreneurship.

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Topics: Entrepreneurial Spirit

Elder Care Planning Considerations; A Gray Matter

Posted by Vanderbilt Financial Group on 11/17/16 2:26 PM

Illness, injury, and wears and tears of aging put extreme stress on a person’s life physically, emotionally, and financially. When a spouse becomes ill or a parent looses mental capabilities, the two main priorities become healthcare and family time.

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Topics: Financial Advising, Elder Planning, Gray Matters, Medicare, Medicaid, Financial advisor

How Will the Election Results Affect the DOL Fiduciary Rule?

Posted by Vanderbilt Financial Group on 11/11/16 4:29 PM

What a week! Many things about this week are extraordinary, game changing, and uncertain - so naturally everyone has a lot of new questions to think about. One of the questions our industry has right now, is “How will the election results affect the DOL Fiduciary Rule?” To start attempting to find an answer to this complicated and important question, we turned to our resident expert and Chief Compliance Officer, Barry Champney for some of his initial insights. 

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Topics: DOL Fiduciary Rule

Impact U: Your One-Stop-Shop to Understanding Impact Investing

Posted by Vanderbilt Financial Group on 11/7/16 9:21 AM

Have you ever wanted to invest with your values to build a brighter future alongside a stronger portfolio, but couldn’t find product?

Ever been confused about the difference between Philanthropy, Socially Responsible Investing, Sustainable Investing, ESG Investing, and Impact Investing, but couldn’t find a solid answer?

Ever tried to explain the impact movement to a client who thought it was just a fad?

Well, us too, but good news - we’ve found the solution and it’s a free collaborative platform called Impact U.

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Topics: Impact Investing