Financial Management Archives

Az Business’ Most Influential Women will be honored Thursday

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They are innovators, trailblazers and leaders of industry. They are Az Business magazine’s Most Influential Women in Arizona Business for 2016, as selected from a pool of more than 1,000 candidates by the editorial team at Az Business magazine and a panel of industry experts. The Most Influential Women of 2016 will be honored at… Read More →

Matrix buys building for Real Estate Investing School

education.business

The Matrix Real Estate Investor Network recently purchased a downtown Phoenix office building with plans to turn it into a Real Estate Investing School. The building, located at 2406 S. 24th St., Phoenix, AZ 85034, is finished being renovated and now accepting the real estate investing classes. At the facility, students learn everything from real estate… Read More →

Abbot Downing expands Family Dynamics and Education team

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Abbot Downing is expanding its consulting services for family-owned businesses with the addition of an executive leadership coach to focus on succession planning and development of next generation family business leaders. Nancy Amick brings nearly 20 years of experience to the firm’s national Family Dynamics and Education practice as a consultant who has specialized in… Read More →

Which Arizona city has the best 401(k) plan?

Employer Retirement Plans in Phoenix, Ariz.

Retirement readiness isn’t a topic many would consider fun to talk about. However, SmartAsset, a financial company based in New York, used data to show what cities nationally has the best 401(k) plans. “We want people to think about these topics,” said AJ Smith, vice president of content for SmartAsset, “While not always fun, they… Read More →

How to raise financially responsible kids

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It is never too early to start raising financially responsible kids by teaching them about how money works, to better prepare them for adulthood. Eric Palmer, a financial educator with Outlook Advisors, recommends and gives tips that will help parents start incorporating their child in the life of finances as early as they can. Tip 1:… Read More →

Brokers Alliance forms partnership with Omega IM Group

From left to right, Dr. Timothy Fussell, president and CEO of Omega IM Group with David Racich, CEO of Brokers Alliance, and Eric Palmer, CMO of Brokers Alliance. (Photo: Tim Fussell)

Omega IM Group, LLC, a division of Omega Financial Corporation a Miami-based publicly traded financial services holding company, has announced an exclusive marketing partnership with Fountain Hills-based Brokers Alliance. “We share a common core value to do the right thing for our clients,” said Eric Palmer, chief marketing officer of Brokers Alliance. “We both leverage technology without… Read More →

Miller Russell Associates expands with new hires

finance

Wealth management firm Miller Russell Associates hired a new investment analyst and client associate, while promoting seven of its team members within the firm. Matthew White joins Miller Russell Associates as an investment analyst. His primary focus is on the firm’s investment research and due diligence efforts.  Prior to joining the firm, White served as an investment analyst… Read More →

LearnVest expands its presence at SkySong

SkySong

LearnVest, a financial planning company that provides fee-based financial advisory services, is expanding its presence at SkySong, The ASU Scottsdale Innovation Center. The company, which chose SkySong in 2014 as its first satellite location outside of its New York headquarters, is occupying a larger space in the SkySong 2 building, expanding from about 5,000 square-feet… Read More →

Miller Russell Associates earns Top 10 ranking

Miller Russell Associates

Miller Russell Associates, a Phoenix-based investment advisor and wealth management firm, was recently ranked by AdvisoryHQ on its 2016 list of the top 10 financial advisors in Phoenix and Scottsdale. AdvisoryHQ conducts extensive research to identify and rank the best banks, investment and financial advisors, online brokerages, credit and lending providers and a wide range… Read More →

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

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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 →