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.
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.
August 21, 2019
BDF is recognized in Financial Advisor Magazine’s 2019 annual RIA ranking. You can view the full RIA ranking here.
August 12, 2019
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 […]
May 20, 2019
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 […]
May 20, 2019
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 […]
May 14, 2019
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 […]