Independent broker-dealer Vanderbilt revamps to focus on impact investing
Jul25

Independent broker-dealer Vanderbilt revamps to focus on impact investing

 The $3B AUM firm rebrands itself with commitment to sustainability in investment options and own culture An independent broker-dealer with roots dating back 52 years, Vanderbilt Financial Group is growing a new reputation for itself by committing to the socially responsible investing space. The Woodbury, N.Y.-based firm calls itself the sustainable broker-dealer. Its dedication to the investing strategy and a focus on prioritizing...

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An investment firm finds a domain that reflects its values
Jun29

An investment firm finds a domain that reflects its values

Though they’ve been in business since 1965, Vanderbilt Financial Group has evolved throughout the decades that mark its existence. Lately, they’ve focused on helping the planet as well as their bottom line. That was the impetus behind registering vanderbilt.eco. Seeking a means of aligning his business with his values, Vanderbilt CEO Steve Distante developed an interest in impact investing. Impact investing focuses on investing in...

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DOL Rule Could Force Broker Moves
Nov30

DOL Rule Could Force Broker Moves

Many advisors who will be unable to sell commissioned investments in IRAs after the DOL rule goes into effect are being forced to shop for new homes. Firms and recruiters are seeing an uptick in the number of inquiries by reps looking for firms that will accommodate commission business. Some firms appear to be waiting to see if the rule survives, but that’s a big risk, observers said, because advisors can’t be stuck come April, when...

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How To Run A Business With Your Spouse — And Remain Happily Married

A significant number of people either run businesses with their spouses or are considering doing so. While there are certainly advantages to partnering with the person whom you most trust and love, Couple-Entrepreneurship creates many serious challenges; the blending of business and personal roles combined with the blurring of traditional work-life boundaries can generate all sorts of complex business, emotional, and familial issues....

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Vanderbilt Financial Group Goes LEED, Improving Their Environment and Company Culture

Vanderbilt Financial Group renovates their headquarters in Woodbury NY and anticipates achieving a LEED Silver Certification for the building, which will be the first LEED certified building in Woodbury NY. MELVILLE, NY (PRWEB) MAY 31, 2013 These are very exciting times for Vanderbilt Financial Group, as they complete the renovation of their headquarters in Woodbury NY. Once a goal written on paper over a decade ago, it has now become...

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