BFG IN THE NEWS

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Finance & Commerce announces 2020 Top Women in Finance honorees.

Each year Finance & Commerce honors the Top Women in Finance in Minnesota. Of each year’s honorees, a small number are chosen to receive the award for a second time.

Competition for Talent Is a Major Issue for RIAs

The competition for attracting and retaining talent at RIA firms has been heating up for years as an increasing percentage of advisors leave one firm for another. According to Schwab’s latest...

Schwab reassures RIAs its brokerage advertising won’t take business away from them

During the opening session at Schwab’s annual conference in Washington on Monday, Mr. Bettinger and Bernie Clark, executive vice president of Schwab Advisor Services, touted...

The Global Financial Crisis Catalyzed Growth, Changes In RIAs, Says Schwab

Now a decade in the past, the global financial crisis significantly changed how independent advisors approach...

The RIA custodian said that 29% of advisors think longer client life spans will be the most impactful trend in the industry over the next decade.

A new survey from Charles Schwab shows that advisors are concerned about their clients living longer...

$1B Group Breaks Away From Cambridge

RIA Berger Financial Group plans to keep adding to its 40-member team, which includes 14 advisors.

Retirement and what people wish they had known before moving to Florida

Do you really know everything you need to know about retiring in the Sunshine State?

Advice for Advisors as they continue to navigate through COVID-19

Precious few of us were around as eyewitnesses back in 1918 when the Spanish flu pandemic took the lives of 50 million people around the world. The economy suffered as stock markets were sent into a tailspin.

300 advisors, $28.3B in client assets: The largest IBD moves of 2020

As financial advisors and wealth management executives well know, the movement of practices and client assets is the lifeblood of the industry. tailspin.

What Is the Difference Between Portfolio Management and Financial Planning?

There is certainly some overlap but understanding the distinction between a portfolio manager and a financial planner is very important.

What Is the Difference Between Portfolio Management and Financial Planning?

Most people think that financial planning and portfolio management are the same things. 

The Pros and Cons of Fee-only Financial Planning

Looking for a financial planner, but unsure whether to choose fee-only, fee-based, or commission-based? Here’s a guide.

A Guide to Modern Portfolio Theory

According to modern portfolio theory, there are three rules to be followed to make an investor earn more money with less risk during long periods.

The ultimate retirement planning checklist

Check all of the boxes on our ultimate retirement planning checklist, and you’ll be well on your way to a successful, worry-free retirement

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CONTACT US

Berger Financial Group

info@bergerfinancial.com

O: 763-746-2666

F: 763-746-2669

1695 State Highway 169, Plymouth, MN  55441

© 2021 Berger Financial Group