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Financial Advisor Magazine named BDF to its list of 2019 Top RIAs

BDF is recognized in Financial Advisor Magazine’s 2019 annual RIA ranking. You can view the full RIA ranking here.

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Investopedia awards Heather Locus a top 100 Financial Advisor

Heather Locus named one of the top advisors in the United States on the Investopedia 100 list of the most influential advisors for 2019. This is the third year for the Investopedia 100 which celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management, influence […]

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Forbes names Heather Locus as a Best-In-State Wealth Advisor

BDF’s Heather Locus has been named to Forbes magazines list of Best-in-State Wealth Advisors. The Forbes ranking of Best-In-State Wealth Advisors, developed by Shook Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm […]

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Forbes lists Heather Locus among America’s Top Women Wealth Advisors

BDF’s Heather Locus has been named to Forbes magazine’s list of America’s Top Women Wealth Advisors. The list is a select group of advisors that are leading the way in offering best practices and providing a high-quality experience for clients. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative […]

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Daily Herald ranks BDF #2 Best Place to Work for Millennials and #3 Best Place to Work in Illinois

Balasa Dinverno Foltz LLC was recently named as one of the 2019 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 […]

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Crain’s Chicago Business ranked BDF No. 4 for Best Places to Work

Balasa Dinverno Foltz ranked No. 4 on Crain’s Chicago Business list of top 100 Best Places to Work for small companies and No. 6 overall.

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Crain’s Chicago Business – BDF a family friendly workplace

Julie Bucaro, a wealth manager for Balasa Dinverno Foltz also has a full-time job as a mother to three children, ages 10, 12 and 15. Thanks to her first workplace (No. 6 on Crain’s top 100 2019 Best Places to Work list small company), she’s able to expertly navigate her second, and she boasts that she […]

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InvestmentNews awards BDF 2019 Best Places to Work for Financial Advisers

Balasa Dinverno Foltz LLC has been recognized as a 2019 Best Places to Work for Financial Advisers as announced by InvestmentNews April 1, 2019. BDF 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. InvestmentNews partnered with Best Companies Group, an independent research […]

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Heather Locus featured on The Divorce Chronicles

Heather chats with Tracey Coates in Episode 12: Post Divorce Financial Tips, about how you can make smart financial decisions after divorce one-step-at-a-time to create the next chapter in your life.

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Money lessons for lawyers

If retirement is the big game in your financial life, how well-prepared are you to win it? BDF’s Attorney Practice Group Leader, Justin Peacock, shares three strategies to consider for winning more games in your financial life in the article “Money Lessons for Lawyers Courtesy of the New England Patriots“, Law.com, February 14, 2019. (free […]

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Get your financial life in order

What goals have you set to put yourself on more solid financial footing in the year ahead? BDF’s Attorney Practice Group Leader, Justin Peacock, shares a few suggestions to consider in “Get Your Financial Life In Order.”, Law.com, January 30, 2019. (free subscription required to view article)

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Mark Balasa discusses quality factor with FA Magazine

In recent news quality factor seems to be dominating investment conversations.  Mark Balasa shares his thoughts on the quality factor with Financial Advisor magazine in the article “The Quality Factor Takes Center Stage“, Financial Advisor magazine, February 4, 2019.

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