Batesville Herald Tribune, Batesville, Indiana

Business

February 5, 2013

Bedel gains two honors

— Batesville High School graduate Elaine (Kops) Bedel has received two honors in the business world.

In 1989, she founded Bedel Financial Consulting Inc., Indianapolis, a wealth management firm providing fee-only financial planning  and investment management services for individuals, consulting services for corporate retirement plans and investment advisory for institutions and endowments.  The 16-employee firm (bedelfinancial.com) actively manages more than $650 million in client investments.

Bedel Financial Consulting was recently recognized as one of the Top 25 Women-Owned RIAs (registered investment advisers) nationwide by WealthManagement.com, reported Bedel’s executive administrator Cassi Vanderpool. According to data from Cerulli Associates, a research firm specializing in the financial services industry, women made up less than 12 percent of all RIAs in 2012. That puts the Batesville native in an elite group WealthManagement.com refers to as “trailblazers.” The company owner and president is the only Hoosier to land on the site’s prestigious list.

An RIA provides investment management as well as other financial services and is regulated by the Securities and Exchange Commission. To be recognized by WealthManagement.com, advisers had to own at least 25 percent of their firm, provide financial planning for individual clients and have a client list that could include no more than 50 percent institutional clients.

Now Bedel will be one of four honored as Junior Achievement of Central Indiana 2013 Business Hall of Fame Laureates Thursday, Feb. 21. Other laureates are Dr. Donald Brown, Interactive Intelligence co-founder and CEO; Albert Chen, Telamon Corp. chairman and CEO; and Rollin Dick, MH Equity Investors consultant.

The 25th anniversary black tie event, chaired by Forrest Lucas, Lucas Oil Products CEO, will be held at the Indiana Roof Ballroom, Indianapolis, starting at 6 p.m.

A reception will be followed by the dinner and 7 p.m. awards ceremony. Junior Achievement students will participate in the evening’s events, which will include introductions of the laureates and video presentations highlighting their many accomplishments.

Additional event information is available by contacting Tabitha Uhlenhake at tabitha@jaindy.org or 317-252-5900, Ext. 107.

Bedel received the Torchbearer Award from former Gov. Mitch Daniels and the Indiana Commission for Women in 2011.

She earned a Bachelor of Liberal Arts degree with a mathematics major at Hanover College and a Master of Business Administration degree with finance emphasis at Butler University. Bedel also received the Certified Financial Planner designation from the College for Financial Planning.

Bedel is a renowned national and international speaker and a frequent contributor to magazines, e-newsletters and radio and television broadcasts. She authored “Advice you Never Asked for ... But Wished you Had!,” available on Amazon.com.

Prior to founding her company, she was director of personal financial planning at Coopers and Lybrand and a vice president and trust officer at Indiana National Bank.   



 

1
Text Only
Business
  • biz - bv041814 - Kranz, Eric Kranz named new director Eric Kranz has been appointed the new Dearborn County Chamber of Commerce executive director, according board chairman Mark Banschbach. Kranz brings a renewed emphasis to professionally serve the needs of the chamber's nearly 350 members through a v

    April 18, 2014 1 Photo

  • biz - bv041814 - ETC DOTY ETC employees vote on top department At the end of each calendar year, Enhanced Telecommunications Corp. employees select a Department of the Year. There are no specific criteria that a department must meet in order to be nominated. However, departments are typically selected because of

    April 18, 2014 1 Photo

  • Scarves given away at MTV Movie Awards night Andrea Wagner, owner of Andrea Designs, Batesville, in association with The Artisan Group, participated in an invitation-only luxury celebrity gift lounge hosted by GBK Productions April 11-12 at an exclusive location in Beverly Hills, Calif., in hon

    April 18, 2014

  • Local salon helps with clean water efforts

    Guys & Gals Quarters Salon & Day Spa’s eco chic model will be featured on Fox 59 News, reports salon owner Tamara Lamping.

    April 17, 2014

  • nws - bv041114 - Transforming economy (speaker) Entrepreneurs must be nurtured Purdue University leaders have a theory. If Indiana has more entrepreneurs, its economy will be healthier. In the April 3 workshop "Transforming Your Local and Regional Economy" at the Batesville library, Dr. Michael Wilcox, Purdue Extension Economic

    April 11, 2014 1 Photo

  • nws - bv040814 - Transforming economy (group) Intriguing economic numbers offered About a dozen attendees had to guess the answers to four tough questions during "Transforming Your Local and Regional Economy," an April 3 workshop at the Batesville library presented by Lionel "Bo" Beaulieu, Purdue Center for Regional Development di

    April 8, 2014 2 Photos

  • biz - bv040114 - shopko donation to imagination library Imagination Library receives grant The Shopko Foundation Community Grant Program recently awarded a grant to the Imagination Library of Franklin County for the purpose of purchasing quality books for preschool-aged children from birth until age 5, thus providing each child enrolled w

    April 1, 2014 1 Photo

  • Dearborn County Hospital adds nocturnists Dearborn County Hospital will expand its Hospitalist program in April to provide seven-day-a-week, around-the-clock, in-hospital physician care for hospitalized patients, according to a press release. Hospitalists (hospital medicine physicians) and n

    March 25, 2014

  • Indiana chamber officials examine academic standards Indiana Chamber of Commerce officials have taken a comprehensive look at academic standards in the state and beyond, producing suggestions to help elevate Indiana's well-regarded standards to an even higher level, said Rebecca Patrick, public relatio

    March 25, 2014

  • Advisers praise Edward Jones For the 19th time, the financial services firm Edward Jones ranked No. 1 in the WealthManagement.com./REP.magazine annual survey of the nation's six largest financial services firms, said spokesperson Regina DeLuca-Imral. There are four financial ad

    March 25, 2014