wealth management Archives

Wealth management advice from BMO’s Ashley Ober

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 →

Wealth management advice: Dillan Micus

Dillan Micus, Divisional executive vice president, AXA Advisors Southwest Micus leads more than150 professionals across the Southwest and innovated both the firm’s successful “Firm of Firms” platform andits Retirement Income Distribution Strategy process, which helps identify, address and organize the variousfactors of retirement planning. Under Micus, the branch earned AXA’s President’s Trophy six times and hasgrown from $4 million to… Read More →

Wealth Management Guide: Gregg Balderrama

Gregg Balderrama, CFA, CAIA, Portfolio manager, Mutual of Omaha Bank Wealth Management Balderrama’s responsibilities include working with high net worth clients to develop investment strategies and structure portfolios to achieve their investment objectives. Balderrama earned his B.S. in finance and accounting from the University of Arizona. He also holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment… Read More →

First job: Miller Russell Christina Burroughs

As managing partner at Miller Russell Associates, a leading Phoenix-based investment and wealth management advisor, Christina Burroughs works with client families on investment planning, strategic multi-generational planning, and philanthropy. But her work life wasn’t always so sophisticated. Az Business: What was your first job?  Christina Burroughs: At 14, I was eager to work and was eligible for… Read More →

Shifting the financial focus

Dillan Micus

Many fail to plan how retirement funds will be distributed, Micus says Az Business: What challenges do you see your generation facing in regard to wealth management? Dillan Micus: In regard to helping people my age with their actual wealth management challenges, I empower my team to use our Retirement Income Distribution Strategy (RIDS). Often,… Read More →

Popular IRAs Have Dark Downsides, Experts Warn

Weaknesses And Strengths Of Wealth Management Advisers, Service Models - AZ Business Magazine June 2010

IRAs and annuities are growing in popularity as retirement investment options, according to recent surveys, but three financial experts warn they can have serious disadvantages. “Last year, four out of 10 U.S. households had IRA accounts – that’s up from 17 percent two decades ago,” says CPA Jim Kohles, chairman of RINA accountancy corporation, citing… Read More →

United Capital acquires Arizona firm

United Capital Financial Advisers, LLC (“United Capital”) continues its expansion in the Southwest, announcing the acquisition of a Scottsdale-based wealth management firm. Founded in 1998 by husband-and-wife partners, Brotherton Investment Consultants is United Capital’s first foothold in Arizona. Founders Donna Brotherton, CFA®, and John Brotherton, CFP®, join United Capital as managing directors, bringing with them… Read More →

Enterprise Bank Offers Free Business Course

by in Banking | Business News | Events

Enterprise University, an educational program offered by Enterprise Bank & Trust, will continue its Spring 2013 courses with an April 2 class on “Personal Fiscal Fitness: The Critical Components of a Financial Plan.” The morning workshop includes a continental breakfast and will focus on wealth accumulation, retirement funding, estate planning and ensuring financial goals are… Read More →

When to form a family office

by in Business News | Featured | Finance

The family office model has existed for centuries, beginning with European families and later adopted by American industrialists, like the Carnegies, Phipps and Rockefellers. GenSpring Family Offices improves upon the family office model in three ways: creating a multi-family office with multiple locations; advising on all elements of wealth and providing sustainable wealth management. Each… Read More →

Families should act now to preserve wealth

by in Business News | Finance

Families who have had to face the estate tax know that it can destabilize their family businesses and create major headaches for their children and grandchildren. Unfortunately, for more than a decade it’s been nearly impossible for families to do informed planning with any solid understanding of what Washington’s future intentions may be. In fact,… Read More →

Wealth Management Q&A With GenSpring Executives

Here are answers to some common wealth management questions from Pat Soldano, chairman – Western Region, GenSpring Family Offices, and Mark Mushkat, senior advisor – Western Region, GenSpring Family Offices: What is the biggest mistake people make — that could be corrected by an effective financial adviser — when they try to manage their assets… Read More →

CEO Series: Benito Almanza

Benito Almanza Arizona State President Company: Bank of America - AZ Business Magazine Sept/Oct 2010

Benito Almanza Title: Arizona State President Company: Bank of America How would you assess the banking industry’s reactions to the new financial reform law? What are the industry’s biggest concerns, particularly in regards to derivatives and less onerous regulation on small banks? Bank of America has generally supported reforms, including the formation of a new… Read More →

The Recent Market Turmoil Revealed The Weaknesses And Strengths Of Wealth Management Advisers, Service Models

Weaknesses And Strengths Of Wealth Management Advisers, Service Models - AZ Business Magazine June 2010

The market turmoil of the last 18 months has caused investors to ask a lot of questions. Am I properly diversified and allocated to withstand additional market gyrations? Is my risk tolerance really as high as I think it is? Do I trust my financial adviser and those I’ve placed in charge of managing my… Read More →

Wealth Managers Can Diagnose And Treat Battered Financial Confidence

shattered glass

If the past several quarters have taught us anything about wealth management, it’s the importance of routine maintenance, diagnosis and treatment of our portfolios — even if they are ailing. Much like the consistent faith we place in our doctors for our health, so too must we place trust in our wealth management advisory teams.… Read More →