On August 18th Vanderbilt welcomes Financial Advisor, Simon Chung, to its sales force. Simon has been a Financial Advisor for over 30 years and was previously affiliated with Bishop Rosen & Co. and Stifel, Nicholas & Company.
Simon joins Vanderbilt Financial Group’s Woodbury Headquarters. Join us in welcoming Simon to the Vanderbilt Team!
Vanderbilt is happy to announce our newest Financial Professional, Ken P. Hewitt, of Hewitt Planning Services! Ken is joining us from El Paso, TX. Ken
Council Post: How To Surpass Customers’ Expectations: Building Solid Client Relationships Here are a few of the best practices I keep at my company that
Written by editor@etftrends.com (ETF Trends) Something that’s likely on your clients’ minds this year: inflation. With the annual reading for 2022 rounding out at 6.5%1,
https://hubs.la/Q01zBLGn0 By Dinah Wisenberg Brin The landmark Setting Every Community Up for Retirement Enhancement (Secure) 2.0 Act of 2022 signed into law in December brings wide-reaching changes that could
By Michael Konialian As financial advisors sort through the aftermath of the pandemic, they will find that life insurance has been completely transformed. At the
Will you still be advising them? Randy A. Fox | Jan 20, 2023 An estimated $84 trillion in wealth is expected to be transferred between the generations over
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