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…
FirstBank Holding Company, a holding company with 16 banking locations throughout Arizona, announced the bank has surpassed $1 billion in loan originations since opening its first state branch in 2007. The loans…
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…
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…
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…
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.…
Healthcare Trust Of America (NYSE:HTA), a Scottsdale-based real estate investment trust, reported $0.38 earnings per share for the quarter on Wednesday, hitting analysts’ consensus estimate of $0.38. The firm earned…
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.…
REDW Stanley Financial Advisors LLC announced it has made the Financial Times magazine’s FT 300 Top Registered Investment Advisers list. REDW Stanley is the only New Mexico-based firm included in…
Arizona grabbed three of the top four spots in a new national ranking of the best cities for retirees, based on a town’s crime, weather, taxes and other factors. The…
REDW Stanley Financial Advisors LLC, an SEC registered subsidiary of REDWLLC, has made CNBC’s list of the Top 100 Fee-Only Wealth Management Firms. Coming in at number 90 nationwide, REDW…
UMB Financial Corporation, a $16.7 billion diversified financial holding company, headquartered in Kansas City, Mo., has completed the acquisition of Marquette Financial Companies (MFC), a $1.4 billion financial-services company owned…
