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June 21, 2016
Mark Balasa, a panelist at the Morningstar Investment Conference, discussed how he uses technology to serve expanded client segments in “Beating robo-advisers at their own game“, June 15, 2016.
June 16, 2016
BDF is pleased to announce it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 16, 2016. The list recognizes top independent RIA firms from across the U.S. This is the third annual FT 300 list, produced independently by the Financial Times Ltd. in collaboration with Ignites Research, a subsidiary of […]
June 14, 2016
Mark Balasa, a panelist at the Morningstar Investment Conference, discusses BDF’s use of live planning with the new Microsoft Surface Hub in Investor’s Business Daily “Advisors Prospect For Gold at Morningstar Investment Conference“, June 10, 2016
June 13, 2016
Mark Balasa shares with Financial Advisor the importance of proving his team’s worth over time as a family’s wealth and planning needs grow in “Most Super-Rich Don’t Start Out That Way: U.S. Trust”, May 26, 2016.
May 19, 2016
Morningstar interviews Mark Balasa in “The Risk of Playing It Too Safe“. This article is part of Morningstar’s May 2016 Risk Management Boot Camp special report, May 16, 2016.
April 21, 2016
Heather Locus is featured on Forbes RIA Channel sharing how she helps clients navigate life transitions. Click here to view.
April 14, 2016
What is the appeal of managed funds? Chad Carlson shares his thoughts in “Do Actively Managed Funds Really Pay Off for Investors?“, U.S. News & World Report, April 14, 2016
April 11, 2016
For the 6th year in a row, BDF was named as one of the 2016 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 Human Resources Management Association of Chicago (HRMAC), the Illinois Chamber of Commerce, MRA-The Management Association, the Small Business Advocacy […]
March 23, 2016
Mark Balasa shares what he has learned about robos in the Financial Advisor IQ article “FAs Fear Robos Promote Bad Investment Behavior“, March 23, 2016.
March 21, 2016
The Women’s Service Team (WST) of Balasa Dinverno Foltz LLC (BDF) was recently honored with the Five Star Wealth Manager Award, the largest and most widely published wealth manager award program in North America. The Award is presented to those individuals who meet a number of criteria for quality client service.* Every WST member was recognized, including Matt Mikula, CFP®, CDFA®; […]