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Can Small to Midsize Broker Dealers Survive?

Posted by Vanderbilt Financial Group on 8/1/17 4:40 PM


Guest Vlogger: Jodie Papike, President of Cross-Search


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Topics: Independent Financial Advisor, independent broker dealer, Vanderbilt Financial Group

How Can We Bring Green Finance to Mainstream Investing?

Posted by Vanderbilt Financial Group on 7/25/17 1:11 PM
Last week, Bank of England Governor and Chairman of the G20's Financial Stability Board, Mark Carney, spoke to a crowd in Berlin about how green finance can maximize return, aid the global economy and combat global climate change if we figure out how to bring Impact Investing to the mainstream. We totally agree!

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Topics: Financial Advisors, Impact Investing, Client Relationships, Impact-Washing, ESG, Green Finance

Will "Impact-Washing" Be the New Greenwashing?

Posted by Vanderbilt Financial Group on 7/20/17 11:53 AM
As we all know, the financial crisis was fueled by corruption, incompetence, and a lack of transparency. As the impact investing movement gains momentum, impact investors and advisors must keep a conscious mindset towards the formation of impact investments so that history doesn't repeat itself.

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Topics: Financial Advisors, Impact Investing, Greenwashing, Impact-Washing

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

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