BMO Private Bank Archives

BMO Private Bank hires regional director of investments

89524671

BMO Private Bank announces the hiring of Jason Lattin as Regional Director of Investments, Western U.S. Lattin brings 18 years of industry experience and will oversee the development and delivery of investment management and advisory services to high net worth individuals, families and organizations, including endowments and foundations, throughout the Western U.S. In addition to… Read More →

How will Obama plan impact financial planners, consumers?

wealth

President Obama recently announced a “new” ruling requiring financial advisors to put their clients’ interests above their own. Sounds like a good thing, right? Not so fast. “We have ongoing concerns that the Department of Labor and the White House have completely ignored the existence of the robust regulatory regime under the SEC and (Financial… Read More →

Portfolio risk vs. achievement of goals

89444261

Risk tolerance is often the first subject wealth advisors assess when trying to help investors create the ideal asset allocation mix. As a result, determining individual risk thresholds becomes the foundation for portfolio planning. But can this focus on risk actually interfere with the attainment of personal financial objectives? In determining the appropriate asset allocation… Read More →

What retirement looks like for Arizona’s affluent

Key Elements to Retirement Planning

BMO Private Bank today released a study examining what retirement looks like or will look like for high-net worth Arizonans (defined as those with investable assets of $1 million or more). The study is part of BMO Private Bank’s Changing Face of Wealth series examining trends among affluent Americans.   According to the study, a… Read More →

Wealth management advice from BMO’s Ashley Ober

wealth

Ashley Ober, managing director, Greater Phoenix and Scottsdale, BMO Private Bank Ober oversees a team of professionals dedicated to providing high net worth individuals, families and organizations, with a full range of wealth services as part of an overall personal wealth management strategy. He joined BMO in 2010 and has 29 years of experience in financial services,… Read More →

Report: Affluent Arizonans donate an average of $6,259

charitable trust

BMO Private Bank released the results of a study on holiday giving and gifting trends among high-net-worth Arizonans (those with investible assets of $1 million or more). The study is part of an ongoing series examining financial trends among the state’s affluent. According to the study: • High-net-worth Arizonans plan to donate an average of… Read More →

Arizona Women Confident They Can Manage Finances

debit

A new study released today by BMO Private Bank has found that 88 percent of women in Arizona are confident in their ability to manage their finances if something were to happen to their spouse. The study found that, in the event of divorce or the death or the incapacitation of their spouse: Seventy-seven percent… Read More →

BMO Private Bank Boosts AZ Senior Staff

Bank Loan, First Scottsdale Bank

BMO Private Bank announced new senior staff additions and promotions at the wealth management firm’s Arizona offices, which serve high-net-worth individuals, family-owned businesses, endowments and foundations throughout the Western United States. • Ashley Ober is now serving as managing director of the greater Phoenix market, overseeing strategic development and delivery of wealth management services provided… Read More →

Most High-Net Worth Arizonans Enjoy Hobby Investing

105548730

BMO Private Bank today released the results of a study on high-net worth Arizonans (those with at least $1 million in investable assets) and hobby (or passion) investing. The study, the fifth and last in a series by BMO Private Bank examining trends among the affluent, found that half of the state’s wealthy engage in… Read More →

BMO Names Miller as President, Western U.S.

89444261

BMO Private Bank announced today that Matt Miller has been promoted to President, Western U.S. In this role, he will be responsible for the strategic development and delivery of wealth management services for high-net-worth individuals, family-owned businesses, endowments and foundations throughout the Western U.S. Miller has nearly 30 years of experience in the financial services… Read More →

Important Changes for Year-End Tax Planning

taxes

With less than a month left in 2013, BMO Private Bank encourages Americans to turn their attention to tax planning. This is especially important given an increasingly complex tax code and recent changes such as the addition of the new Net Investment Income Tax (NIIT). “It’s important for taxpayers to educate themselves about changes in… Read More →

High-Net-Worth Arizonans Upbeat about Economy

105548730

A study released today by BMO Private Bank has revealed that affluent Arizonans are optimistic about what the future holds for the U.S. economy.  The study is the second in a series by BMO Private Bank examining trends among high-net worth individuals (those with investible assets of $1 million or more) in Arizona and across… Read More →

Artigue Agency Expands Growing Sports Practice

Ray Headshot
by in Business News | Marketing | Sports

Local marketing communications firm, The Artigue Agency has announced the addition of several new clients to its growing sports practice.  Led by sports marketing veteran Ray Artigue, the firm’s new clients include Junior Golf Association of Arizona (JGAA), Naismith Basketball Hall of Fame, former Phoenix Suns star and NBA veteran Eddie Johnson, Patriot All-America at… Read More →

Phoenix Symphony Names 2 to Board

Phoenix Symphony Contest
by in Business News | Nonprofit

The Phoenix Symphony Association named Jaime Daddona Brennan and Tim K. Schultz to its Board of Directors. “Jaime and Tim bring invaluable experience to our Board of Directors,” said C.A. Howlett, Chairman of the Board for The Phoenix Symphony. “We are truly fortunate to welcome such high-caliber individuals to our team” he added. Jaime Daddona… Read More →