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…
AXA Advisors Southwest, a leading provider of financial services for consumers and businesses, has announced that Anvita Gupta, a high school senior attending BASIS in Scottsdale, will receive $25,000 as…
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…
The Governor’s Commission on Service and Volunteerism announced that AXA Advisors Southwest, a leading provider of financial services for consumers and businesses, has been named a recipient of the 2015…
Researching how to fund a startup can be an arduous task. Many start the process by “bootstrapping”, which is the exact opposite of funding. It essentially means the entrepreneur uses their…
April is National Financial Literacy Month and Desert Schools Federal Credit Union has joined in the celebration, hoping to provide local consumers with some helpful tips to become savvy savers and spenders. The goal…
REDW LLC, one of the largest and most respected certified public accounting and business consulting firms in the Southwest, has announced the formation of Alliance Benefit Group Southwest (ABG-Southwest), a separate company for…
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…
Dale Walters, CEO, KeatsConnelly Walters is a partner and CEO of KeatsConnelly, the largest cross-border wealth management firm in North America that specializes in helping Canadians and Americans realize their dreams of…
Baird, an international, employee-owned wealth management, capital markets, private equity and asset management firm, announced today that it has added Karen Stepanski, CFP®, ADPA®, as Senior Vice President, Financial Advisor in its Scottsdale,…
Curtis L. Smith, Wealth advisor, Raymond James Financial Services, Inc. Smith is currently a wealth advisor with Raymond James overseeing locations in Arizona and Nebraska since 2009. Smith served as a financial…
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…
