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October 24, 2018
Balasa Dinverno Foltz LLC has been recognized as a 2018 Best Places to Work for Financial Advisers as announced by InvestmentNews March 26, 2018. BDF was chosen as one of this year’s top-50 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 firm […]
September 12, 2018
Balasa Dinverno Foltz is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary […]
September 6, 2018
“The way to make money in investments is simple, right? Buy low, sell high. Seems like such a straightforward concept. If this is true then why do so many investors do the exact opposite?” BDF’s Attorney Practice Group Leader, Justin Peacock, shares how we are hard-wired with some innate biases that work against us when investing. […]
August 22, 2018
Anthony and Neil were named as one of America’s Top Next-Generation Wealth Advisors by Forbes for the 2nd year in a row. Anthony Dinverno, CFP® and Neil Teubel, CFP®, wealth advisors at Balasa Dinverno Foltz LLC (BDF), have been named by Forbes as “America’s Top Next Generation Wealth Advisors”; a recognition given to those millennial advisors who are shaping the […]
August 22, 2018
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.
July 16, 2018
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 […]
July 3, 2018
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 […]
July 3, 2018
“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 […]
June 13, 2018
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.
May 22, 2018
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.
May 22, 2018
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 […]
May 15, 2018
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