Your trusted source of news, financial planning and asset management advice, and market information. You can also catch up on what’s happening at BDF.
Your trusted source of news, financial planning and asset management advice, and market information. You can also catch up on what’s happening at BDF.
August 4, 2020
BDF is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is BDF’s sixth year to be recognized on the FT 300 list. The FT 300 is an elite group, not a competitive […]
July 31, 2020
Neil Teubel CFP®, wealth manager at BDF, has been named by Forbes as a Top Next-Gen Wealth Advisor; a recognition given to the country’s top next-gen advisors that represent the future of the wealth management industry. Here’s what Forbes has to say: “We believe our Top Next-Gen Wealth Advisor rankings are an early peek of […]
July 27, 2020
We are thrilled to be listed in RIA Channel’s 2020 Top 100 Wealth Manager ranking. This list showcases wealth management firms based on size, growth and quality. RIA Channel states: “We are delighted to recognize these firms for their independence, their entrepreneurial spirit, and their ability to emerge as leaders in their field. We congratulate […]
June 10, 2020
Balasa Dinverno Foltz LLC was recently named as one of the 2020 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald Business Ledger in partnership with the Illinois Chamber of Commerce, MRA-The Management Association, the Small Business Advocacy Council and Best Companies Group. This statewide […]
June 8, 2020
Forbes lists Heather Locus as #39 out of 1,000 in their Top Women Wealth Advisors ranking. This year’s Top Women Wealth Advisors list spotlights top advisors across the country who were nominated by their firms—and then researched, interviewed, and assigned a ranking within their respective states.
April 27, 2020
BDF ranked second in InvestmentNews 2020 Best Places To Work For Financial Advisers. BDF was chosen because it creates a workplace that empowers employees with the skills and confidence necessary to deliver the best possible investment and financial planning guidance to clients. “How can we love on you?” That’s a question the management of Balasa […]
March 31, 2020
Matt Foltz, Wealth Manager, met with Julie Cooling, Founder & CEO of the RIA Channel at the TDA LINC conference to discuss his firm’s specialized approach to wealth management and client experience. You can view the interview here.
January 29, 2020
Forbes recognized Heather Locus as one of 2020’s Best-In-State Wealth Advisors. This year’s Best-In-State Wealth Advisors list spotlights more than 4,000 top advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states and markets.
November 20, 2019
BDF was recognized for being among the top quartile of a combined 557 responses from InvestmentNews‘ 2019 Compensation and Staffing study and its 2019 Profitability Study. The awards took into account firms’ growth, profitability and general productivity. InvestmentNews managing director and associate publisher Mark Bruno said “the top firms aren’t just managing growth, they are also fostering cultures of […]
October 10, 2019
Working Mother recognized Heather Locus in their third-annual list featuring the top 400 mothers working in wealth management today. SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and […]
September 24, 2019
BDF is pleased to announce that it has earned a spot on Barron’s 2019 Top 50 Registered Investment Advisor Firms. BDF is honored to have been named to this selective list that ranks the most elite registered investment advisor firms (RIA firms) in the U.S. View all Top 50 RIA Firms here.
September 19, 2019
Anthony Dinverno, CFP® , and Neil Teubel, CFP®, wealth managers at BDF, have been named by Forbes as Next-Gen Best-In-State Wealth Advisors; a recognition given to those millennial advisors who are shaping the future of their industry. Anthony and Neil were named as Best-In-State Next-Gen Advisors by Forbes for the 3rd year in a row.