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Take Your Own Advice: Why All Financial Advisors Should Have a Succession Plan

Posted by Vanderbilt Financial Group on 7/11/17 2:17 PM

Succession planning is just as important for an Independent Financial Advisor as retirement planning is for any client. But many Financial Advisors nearing retirement have no plan in place. Here are a few reasons why it’s so important for Financial Advisors to take their own advice and make a plan.

 

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Topics: Succession Planning

Withdrawal From Paris Accord Drives Impact Investing

Posted by Steve Distante on 6/15/17 1:26 PM
After weeks of speculation, on Thursday, June 1st, 2017, President Donald J. Trump publicly announced the United States withdrawal from the Paris Agreement. To many Financial Advisors with a passion or special focus on Impact Investing, ESG (Environmental Social Governance) Issues, or SRII (Socially Responsible Impact Investing), a withdrawal was something that had the potential to setback their progress, but is it possible that it had the opposite effect?
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Topics: Financial Advisors, Impact Investing, Paris Agreement

Tax Reform Could Mean Big Bucks to Independent Financial Advisors

Posted by Vanderbilt Financial Group on 5/10/17 4:19 PM
Last Month the Trump Administration released a proposal for the new tax reform plan which would have major benefits to independent financial advisors. Many financial advisors now have a uniquely appealing opportunity to go independent, create a Limited Liability Company (LLC), and see a real change to their income.

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Topics: Financial Advisors, Independent Financial Advisor, Donald Trump, Tax Reform

Impact Investing: Aware, Unaware & Just Don't Care

Posted by Steve Distante on 4/13/17 4:46 PM

As promoters of the Impact Investing movement, we've noticed that story telling is at the core of the movement. When we speak to people about Impact Investing, the stories behind the projects and investments resonate far deeper on a human level, than the numbers do. So in that spirit, we'd like to share a story that our CEO Steve Distante posted on Linkedin this week. 

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Topics: Impact Investing

5 Step Guide to Identify a Phishing Email

Posted by Vanderbilt Financial Group on 3/28/17 2:53 PM
Spam and phishing is an unfortunate reality for all businesses to combat. In order to maintain a secure, compliant, and successful business, we must protect ourselves against phishing by becoming vigilant and smart in our daily activities.


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Topics: Financial Advisors, Financial Technology, Cybersecurity, phishing, Email

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