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Equifax Data Breach: What You Need to Know Now

Posted by Vanderbilt Financial Group on 9/14/17 1:06 PM

There is a lot of fear and confusion surrounding the massive Equifax data breach which has affected millions of Americans. We’d like to share our Chief Compliance Officer, Barry Champney’s initial reaction to this breach which is relevant and helpful to both Financial Advisors and their clients.

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Topics: Financial Advisors, Equifax Data Breach, Barry Champney

Blog Share: "Love The Brand That Vanderbilt Built"

Posted by Vanderbilt Financial Group on 9/12/17 1:53 PM
We're humbled to share the following blog originally posted on https://saragrillo.com/ . Sara Grillo is a sought after business writer in New York City. In her blog post, "Love the Brand that Vanderbilt Built" Sara examines our brand as an example for Financial advisors. 

Read Sara's blog post below:

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Topics: Financial Advisors, Marketing

Extreme Growth in Green Bonds

Posted by Vanderbilt Financial Group on 8/31/17 12:38 PM

It’s no secret that Impact Investing has been gaining popularity (we certainly talk about it a lot) .  As more and more financial advisors become curious, we’ve found many are surprised to learn of the various ways to invest impactfully, perhaps most notably through Green Bonds.

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Topics: Impact Investing, Green Finance

A Story of Two Impact 'Aha! Moments'

Posted by Vanderbilt Financial Group on 8/24/17 9:20 AM

You may remember our blog “Impact Investing: Aware, Unaware, and Just Don’t Care”, in which we acknowledge that many advisors are unaware to impact investing, or just don’t care about it until they hear a story that leads them to their Impact Aha! moment. This story can be from a fellow advisor who has attracted many millennial investors, from a fund company outperforming their competition or from a seminar discussing the imminent $30 trillion dollars in wealth transfer with much of it expected to go ESG.

If you have not had your Aha moment yet, we’d like to share two stories in hopes that you will be inspired and enlightened.
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Topics: Impact Investing

Advisor Advice: Finding Rhythm as an Independent FA

Posted by Vanderbilt Financial Group on 8/15/17 1:20 PM

In last week’s Advisor Advice blog, “Reasons to Leave Your Wirehouse,” we shared some of the benefits of leaving a wirehouse and joining and Independent Broker Dealer.  Being independent frees you up since you no longer have a sales manager or quota sitting on top of you. Having all this newfound freedom can be scary as you need to learn to manage yourself.

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Topics: Financial Advisors, Broker Dealer, Independent Financial Advisor, Client Relationships, independent broker dealer

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