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The Five Reasons Smaller Broker Dealers Can Grow Your AUM

Posted by Steve Distante on 4/11/18 4:16 PM

Passion is essential for growing your business as an advisor, but most broker dealers don’t exactly support that vibe. In fact, the protocols in place at many of the larger broker dealers are a de-motivator that stifles even the most passionate advisor’s enthusiasm.

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Topics: Financial Advisors

Blackrock’s CEO, Larry Fink, Just Taught Us a Lesson About Impact Investing

Posted by Steve Distante on 3/6/18 4:08 PM

When you hear the word “Blackrock”, images of advocating for the common good aren’t the first ones that comes to mind. Recent events, though, have led us to believe that perhaps Wall Street is warming up to the sustainability movement. Actions taken by Blackrock and a host of Fortune 500 companies are proving that American capitalism doesn’t have to be self-serving – as these companies show, making a profit and making a difference don’t have to be mutually exclusive.

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Gun Control, Another Reason Why Impact Investing Is On The Rise

Posted by Steve Distante on 3/6/18 6:51 AM

As the recent tragedy in South Florida illustrates, school shooting has become a national epidemic. Impact investing gives us the ability to vote to end gun violence with our dollar signs. Financial advisors, stock market investors, and public market participants who dream of a safer society for our children may wish to consider impact investing as a way to design their portfolios to mirror their values.

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Topics: Impact Investing

Why I’m Tesla’s #1 and/or Biggest Fan

Posted by Steve Distante on 2/28/18 8:37 AM

If you do a search on Google, you’ll see that I’m known as Tesla’s #1 fan. If you’re curious as to why, or just a lover of the brand as much as I am, then read on to hear why I love Tesla.

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Topics: sustainability, electric vehicles

Five Ways to Weed Out a Bad Pot Investment

Posted by Steve Distante on 2/5/18 1:54 PM

Come on, all the cool kids are doing it. With names like Joe Montana and Snoop Dogg jumping on the bandwagon, cannabis (marijuana) isn’t just something for those late night frat parties anymore. Welcome marijuana into the mainstream, where it’s easier than ever to invest in cannabis companies through an exchange, commingled fund or private venture interest. Before you get hooked though, advisors should know the five ways to sniff out the stench of a bad cannabis investment.

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