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Working Mother names Heather Locus to their 2021 Top Wealth Advisor Moms list

Congratulations to BDF’s Heather Locus! Heather was listed by Working Mother as a 2021 Top Wealth Advisor Mom. This is their fifth-annual list featuring 500 of the most successful mothers working in financial advising today.

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Barron’s ranks BDF as a 2021 Top 100 RIA Firm

In their 6th annual ranking, Barron’s recognizes BDF as a 2021 Top 100 RIA Firm.

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Forbes recognizes Neil Teubel as a 2021 Top Next-Gen Wealth Advisor

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.

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The Wall Street Journal interviews Matt Foltz Regarding New Tax Proposal

BDF’s Matt Foltz talks with Laura Sanders of The Wall Street Journal how the proposed tax changes will affect business owners in the article Capital Gains and Capital Pains in the House Tax Proposal.

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Chad Carlson receives C-Suite Award

Congratulations Chad Carlson, BDF’s president and Co-CIO! Chad was one of twenty local executives to be honored in the C-Suite Awards and recognition event hosted by the Daily Herald Business Ledger. The C-Suite Awards honors executives who contribute to the success of our region’s economic growth and stability and to their firm’s overall growth, commitment […]

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ETF Express interviews Chad Carlson

“Does DFA’s mutual fund-to-ETF conversion toll the death knell for the US mutual fund industry? The official conversion of four US tax-managed mutual funds into active, transparent ETFs, extends its existing ETF offering that launched in 2020. With this conversion, Dimensional becomes one of the largest active ETF issuers in the industry with over USD30 […]

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BDF places #4 in Daily Herald’s Best Places to Work

Congratulations! BDF is awarded a Best Place to Work by Daily Herald Business Ledger.  BDF LLC was recently ranked #4 of the 2021 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 […]

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MoneyGeek interviews Neil Teubel

Neil Teubel contributed to the following MoneyGeek insurance articles: The Best Cheap Car Insurance for College and High School Students on a Budget. The Best Car Insurance for Drivers With Bad Credit Average Cost of Home Insurance: How Much Will Homeowners Coverage Cost You in 2021?

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PFI Advisors The COO Roundtable featured Susan Korin

Work-life balance is tricky for every professional, but 2020’s work from home environment and the added stresses of a global health scare made the past 14 months a truly unique time for all of us. On a recent episode of The COO Roundtable podcast, Matt Sonnen spoke with Susan Korin of BDF about tackling the To […]

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InvestmentNews Names BDF a Best Places to Work for Financial Advisers

BDF has been recognized for the fourth year in a row by InvestmentNews as a 2021 Best Places To Work For Financial Advisers and was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. Now in its fourth year, the InvestmentNews 2021 Best […]

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Crain’s ranked BDF #2 Best Places to Work

BDF has been ranked Number 2 overall on the Crain’s Chicago Business 2020 list of 100 Best Places to Work in Chicago. “We’re thrilled to receive this recognition from Crain’s Chicago Business and to achieve this high ranking on the Best Places to Work list,” said Armond Dinverno, Co-Founder. “As wealth managers, we recognize that our people are the key […]

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Financial Times names BDF in their 300 Top Registered Investment Advisers List

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 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 […]

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