BFG IN THE NEWS

MINNEAPOLIS, Sept. 16, 2022 /PRNewswire/ -- Berger Financial Group proudly announces that April Bortscheller, CFP® has been promoted to President and Chief Operating Officer (COO) of the growing Minneapolis-based financial services firm.

An Interview With David Liu

Financial advisors and their clients are navigating the economic waters of inflation, rising interest rates, and a volatile stock market.

Did you make a new year’s resolution for better spending habits? To put more in savings, eat out less often, and check every line of your credit card bill? And you did it… for a few weeks.

Berger Financial Group, Inc. is excited to announce Nick Asmus as its new Chief Executive Officer.

Podcasts: 

Apple: https://podcasts.apple.com/us/podcast/how-to-find-an-ria-to-buy-and-successfully-close-the-deal/id1514521667?i=1000532537111 

Spotify: https://open.spotify.com/episode/4wZqgpiePNHlcITkyeksoo

Stitcher: https://www.stitcher.com/show/the-advisor-financing-forum/episode/how-to-find-an-ria-to-buy-and-successfully-close-the-deal-86222530

Pod Co: https://pod.co/the-advisor-financing-forum/how-to-find-an-ria-to-buy-and-successfully-close-the-deal

Skyview is pleased to announce the first M&A closing that utilized all three SkyView M&A entities in the transaction.

You’ve probably heard hedge funds mentioned over the years, and you’ve probably heard even more about them mentioned recently alongside the GameStop headlines where retail traders caused a big hedge fund to lose over half its value this past January of 2021.

How do NFTs Work? NFTs are just a way to own something digitally and prove that ownership. Non-Fungible means unique and not able to be copied identically.

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...

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...

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

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.

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

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

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

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

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

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

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.

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

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