Financial Management Archives

Gabriel Partners expands into Downtown Phoenix

Downtown Phoenix

An Ohio-based technology based anti-money laundering company, Gabriel Partners, expanded into Phoenix with plans of moving 20 employees downtown as well as up to 80 more by the end of the year. Savills Studley represented Gabriel Partners in its long-term lease agreement for the full 19,202 square-foot 22nd floor of 40 North Central Avenue in… Read More →

Should sales get involved in collections?

Money Crunch

Companies are always looking to streamline operations and cut costs. This often leads to employees wearing many hats – but where do you draw the line? Whether sales should get involved in collections largely depends on your company: its culture, the industry, your customers, and a host of other concrete facts that need to be… Read More →

Miller Russell Associates named to prestigious list

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Phoenix investment advisor and wealth manager Miller Russell Associates was recently ranked on the WealthManagement.com’s Top 100 RIAs of 2015 ranking. Miller Russell Associates was the only Arizona firm recognized on this esteemed list.  Miller Russell Associates is a registered investment advisory firm providing a full range of investment, wealth management, tax compliance and consulting… Read More →

New independent financial advisory firm opens in Arizona

startup

After serving the community for more than five years as a partner with Strategy Financial Group, Andrew Rafal announced the opening of his new, independent, investment advisory firm, Bayntree Wealth Advisors. With a new tag line “You Dream. We Plan.” Rafal will continue serving his clients throughout Arizona and the United States by working to help them… Read More →

Best practices to effectively utilize letters of credit

5 C's of Credit

In brief, a letter of credit is a document from a bank guaranteeing that a seller will receive full payment, as long as certain terms and conditions have been met. In the event that the seller is unable to cover the full payment the bank will put up the outstanding amount. A letter of credit… Read More →

Meet Arizona’s Most Admired Companies of 2015

lawyers

Each year, Az Business magazine and BestCompaniesAZ chooses 40 companies as winners of Arizona’s Most Admired Companies Awards. When developing the Most Admired Companies program, the primary goal of Az Business magazine and BestCompaniesAZ was to recognize those companies that excel in workplace culture, leadership, social responsibility, customer opinion and innovation. Here are Arizona’s Most Admired Companies of 2015: Alliance Residential Company Most… Read More →

Mark D. Young joins CKS Advisors

Mark

CKS Advisors, LLC has announced that Mark D. Young has joined their team as Managing Director. Young brings more than 30 years of experience in corporate finance and management experience. Prior to joining CKS, Young served in a variety of capacities at Merrill Lynch, US Bank and Arthur Andersen, as well as Arizona Bank & Trust,… Read More →

New local series on AZPBS offers financial strategies

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One of the nation’s top financial experts is hosting a new Arizona PBS original series that empowers viewers to take control of their retirement planning. Joshua Mellberg, president and founder of J.D. Mellberg Financial, is hosting “Mastering Your Money,” premiering Sept. 13 at 11:30 a.m. on Arizona PBS. Mellberg is an award-winning financial strategist, who… Read More →

Half of Arizonans don’t know how much they need to retire

Key Elements to Retirement Planning

BMO Harris Premier Services released the results of a study that examined retired and non-retired Arizonans’ views on retirement. According to the study, 47 percent do not know how much they will need to fund their ideal retirement lifestyle and 33 percent do not know when they will retire. The study also found that: The… Read More →

Miller Russell Associates partner earn CEPA designation

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Miller Russell Associates’ Partner Russell Bucklew recently earned the Certified Exit Planning Advisor (CEPA) designation after completing the Exit Planning Institute’s CEPA MBA program at the University of San Francisco. To receive the CEPA designation, Bucklew completed an intensive five-day program that involved approximately 100 hours of pre-course study, 33 hours of classroom instruction and… Read More →

Big crowd honors Arizona’s Most Influential Women

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A crowd of nearly 500 people packed Chateau Luxe in Phoenix Thursday night to honor Az Business and AZRE magazines’ Most Influential Women in Arizona Business. “The Most Influential Women issue of both magazines is easily our most popular issue of the year,”said AZ Big Media  Publisher Cheryl Green. “This year, we had more than 2,000 women… Read More →

Erica McGinnis: Most Influential Women in Arizona Business

Women.Format

Erica McGinnis, president and CEO, AIG Advisor Group McGinnis leads Advisor Group, which has 5,400 investment advisers among its four broker-dealers — Royal Alliance Associates, Woodbury Financial Services, FSC Securities Corp. and SagePoint Financial. Overcoming barriers: “It’s an aspiration to have a 50-50 male-to-female ratio of advisers. I started in the business 20 years ago, and… Read More →

Why family feuds erupt after the will is read

Family business

The recently deceased don’t always ingratiate themselves with their survivors when it comes time to read the will. “People want to control things from the grave, not just throw a bunch of money in a beneficiary’s lap,” says family wealth guru John Pankauski, author of the new book, “Pankauski’s Trustee’s Guide: 10 Steps to Family… Read More →

Miller Russell Associates expands company

miller

Phoenix investment advisor and wealth manager, Miller Russell Associates, recently hired Will Froelich as a client advisor, Pamela Houser as a client administrator, and Cydney Rooks as an executive assistant. As a client advisor, Froelich works with client families on a variety of wealth management issues including investment advisory, financial planning, tax planning, and estate… Read More →