BDF was honored to have over 300 of our valued clients at our annual client event, The Wall Street Mirage, on January 15. A webinar based on Mark Balasa’s presentation, Avoiding Hedge Funds, will be posted on our website this week.
BDF is honored to have been named by Investment News as one of only a dozen best practice award winners chosen from a pool of over 300 financial advisory firms across the nation. If you have a subscription, please click here
A wave of technology startups, called robo-advisers, are threatening to shake up the investment management world — the latest front in the ongoing trend of digital transformation. To read the rest of the article, please click here.