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4 questions insurance agents should ask before selling their agency

There has never been a better time to sell an agency. But selling for money alone may not provide the long-term happiness and fulfillment you seek. Jim King offers four questions an insurance agency owner should consider before selling the agency in “Agency for Sale? First, Ask Yourself These 4 Questions“, iamagazine.com, August 15, 2018.

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BDF named in 2018 RIA Survey & Ranking by FA Magazine

We are pleased to announce that we have been named in the Financial Advisor Magazine RIA Survey & Ranking 2018, which lists the top Registered Investment Advisor firms in the country. Out of 707 firms that made the list, BDF placed No. 78. This annual survey is performed by Financial Advisor Magazine as a means of measuring growth among independent […]

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Attorneys, avoid these financial pitfalls now

As a lawyer, you like to think about what’s next. You spend your career climbing the ladder from first-year associate to income partner to equity partner. But have you spent enough time thinking about life after the law and, importantly, how you’re going to pay for that life after the law? BDF’s Attorney Practice Group […]

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Close your next deal by considering an owner’s wealth management needs

“Investors seeking to acquire owner-led companies should consider the business owners’ personal financial affairs. A deal-maker can both help owners realize the fruits of their labor and solidify the transaction”. BDF’s Financial Professionals Practice Group Leader, Matt Kocanda, offers 2 simple steps to get started in building a relationship with the owner in his article […]

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Sabbaticals help BDF attract and retain top talent

Susan Korin and Meg Kamberis share with InvestmentNews how a sabbatical is the type of benefit which helps the firm attract and retain good employees.  Click to read more about “Using sabbaticals to attract and retain top talent”, InvestmentNews, May 17, 2018.

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Heather Locus named by Forbes as a 2018 Top Women Wealth Advisor

Congratulations to Heather Locus! Heather was recognized by Forbes as a 2018 Top Women Wealth Advisors recipient. The 2018 Top Women Wealth Advisors list spotlights 250 standout financial strategists across the country with at least seven years of experience. Nominated by their firms, each list member was researched, interviewed and assigned a nationwide ranking.

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BDF awarded Best Places to Work in Illinois

Balasa Dinverno Foltz LLC is honored to be named for the 8th year in a row among the Best Places to Work in Illinois by the Daily Herald Business Ledger. BDF was recently named as one of the 2018 Best Places to Work in Illinois. The awards program began in 2006 and is promoted by The Daily Herald […]

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Selling your agency? Here are 5 tips for life after the deal

Jim King offers insight on creating a smooth transition into the next phase of life after selling your insurance agency in “My earn-out is over…now what?“, Insurance Business, May 15, 2018

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The 2017 TCJA will impact how divorces are settled

Heather Locus explains how the 2017 TCJA enacted changes to taxable income and its impact on how divorces are settled. “Many high-net-worth couples may want to move quickly in order to preserve some important financial options. Couples who finalize their divorce agreements this year have many more options since the most significant rules impacting divorce […]

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Heather Locus named one of Forbes Best-In-State Wealth Advisors

Congratulations to Heather Locus for making Forbes’ “Best-In-State Wealth Advisors” list.  This year’s Best-In-State Wealth Advisors list spotlights over 2,000 top-performing advisors across the country who were nominated by their firms—and then researched, interviewed and assigned a ranking within their respective states.  Each state’s list—determined by SHOOK Research—is based on an algorithm of qualitative and quantitative criteria, including, in-person […]

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How DFA is Poised to Navigate Heightened Market Risks

“As market uncertainties rise in 2018, DFA’s more flexible “index-like” strategies should prove to be an appealing option for clients”. Chad Carlson shares his thoughts about the strategies offered by DFA in “How DFA is Poised to Navigate Heightened Market Risks“, Financial Advisor, February 28, 2018.

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Find out what your firm’s succession plan might be missing!

“A hot-button issue that continues to come up in law firms is succession planning. Big and small firms alike are wrestling with this conundrum. A basic understanding of demographics explains why—the baby boomer generation is already in or rapidly approaching retirement age. However, less than half of law firms are proactively working on the issue, […]

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