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.
June 3, 2021
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?
May 20, 2021
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 […]
March 11, 2021
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 […]
August 26, 2020
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 […]
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 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 ranked #1 of the 2020 Best Places to Work in Illinois #3 Best Places to Work for Woman and Millenials. 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 […]
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.