Robo-Advisors Can’t Deliver the Total Client Experience

10.19.2017

Will robo-advisors replace traditional financial advisors? Probably not. Is it because they are flawed? Not necessarily. Digital advice platforms have their place and complete certain tasks well, but they aren’t even close to replacing the...

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Berthel Fisher Companies Hires Chief Information Officer

09.29.2017

Cedar Rapids, Iowa – September 28, 2017 – Berthel Fisher Companies (“BFC”) is pleased to announce the addition of Steve Hannah as Chief Information Officer (“CIO”) for Berthel Fisher & Company.  Steve will also serve as President and CIO of...

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FSI OneVoice Panel

02.09.2017

Berthel Fisher Companies Senior Vice President Andy Christofferson was recently featured on a professional panel at the Financial Services Institute (FSI) 2017 ONEVoice national conference. Mr. Christofferson joined forces with other industry...

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Financial advisor, radio show host and author Bob Hardcastle joins Berthel Fisher Companies

12.15.2016

Cedar Rapids, Iowa – December 15, 2016 – Respected financial advisor Bob Hardcastle, formerly with Summit Brokerage Services, Inc., has joined Berthel Fisher & Company Financial Services, Inc. and BFC Planning, Inc. (Berthel Fisher).  Bob is...

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