Join Vanderbilt Blog

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. 

Read More

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.


Read More

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

First Impressions in a Social Media Age

Posted by Vanderbilt Financial Group on 3/17/17 2:33 PM
Back in the day, your first impression with a client was a firm handshake. Now, by the time a client has reached out to shake your hand, they’ve already done a deep dive online, Googling your name, reading articles, and yes, searching on social media. What they find on the web - that’s your first impression.

Your web presence is now a hugely important part of your business. It’s your online personality. So how do you look online? A “Business Page” on Facebook is a quick way to help you make a great first impression online, while staying compliant.

Read More

Topics: Social Media, Financial Advisors, Facebook

3 Steps Advisors Can Take to Protect Against Hackers

Posted by Vanderbilt Financial Group on 3/10/17 12:10 PM

Cybersecurity is something all financial advisors need to master in order to maintain a successful, compliant, and secure business. Some financial advisors just buy antivirus and firewall software and then forget about it.

Read More

Topics: Financial Advisors, Cybersecurity

What's in a Name?

Posted by Vanderbilt Financial Group on 3/3/17 3:24 PM

SEC Chairman Michael Piwowar speaks out about the "terrible, horrible, no-good, very bad" Department of Labor Fiduciary Rule. 

Read More

Topics: Financial Advisors, Department of Labor, DOL Fiduciary Rule

Subscribe to Email Updates

Recent Posts