Featured Articles

RILAs Continue Their Wild Ride

September 1, 2025 — RILAs have gone from niche to mainstream in just 15 years, with sales climbing 20% in the first half of 2025 to $37B. Their appeal is clear: market participation with a measure of downside protection. As our own Paige Christofferson noted in Financial Advisor magazine, “Everyone is coming out with a RILA. People want some level of safety … but when investors start to have less worry about market fluctuations, that could be the first sign that sales have topped out.” It’s an exciting space, but also one where advisors and clients need to stay thoughtful about what these products can — and can’t — deliver. more

Berthel Fisher & Company would like to congratulate Matthew Whitaker for his appointment and confirmation as the United States NATO Ambassador.

Matt served as an independent director of Berthel Fisher & Company, Inc., and has spoken at several Berthel events over the years. It was a great honor to have Matt work with our company and advise us on several major initiatives as we push Berthel forward in our industry. We will miss his presence on our board, however his role as NATO Ambassador is a great opportunity and will require his very capable attention. Our best wishes to Matt as he moves to Brussels to serve America in this important post.

Anthony Ostlund Obtains Unanimous Jury Verdict in Favor of Client

March 25, 2025 — Anthony Ostlund is pleased to announce that two of its attorneys, Cory Olson and Vince Louwagie, recently obtained a unanimous jury verdict in favor of a client. The lawsuit was brought by customers of Berthel Fisher & Company Financial Services, a broker-dealer and FINRA member firm based in Cedar Rapids, Iowa. The plaintiffs accused the firm of failing to perform proper due diligence on products the plaintiffs invested in through a registered representative affiliated with Berthel Fisher. The plaintiffs further alleged that the registered representative had misled them about the investments and Berthel Fisher’s due-diligence processes. more

Dan Meehan Is Appointed As Recruiting Officer For Berthel Fisher

December 19, 2024 — Dan Meehan, who most recently served as a vice president at Arete Wealth, has been appointed vice president of recruiting at Berthel Fisher Companies, a wealth management, investment management and insurance provider headquartered in Cedar Rapids, Iowa. more

Berthel Fisher Embarks on Next Stage of Growth Vision with Senior Leadership Team Enhancements

September 14, 2023 — The Berthel Fisher Companies (Berthel Fisher or the "firm") — a leading wealth management, investment management and insurance solutions provider — today began to implement the next stage of its growth vision by announcing several enhancements to its leadership team. more