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…
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…
Streamlining accounting departments can be a daunting task and more often than not the simplest approach is overlooked. However, keeping it simple is generally the best course of action to…
Phoenix-based SagePoint Financial, Inc., one of the leading independent broker-dealers in the nation, has named Genevieve Hodges-Sisco, Senior Vice-President of Recruiting. She will focus on recruiting individual financial advisors and…
REDW LLC, one of the largest and most respected certified public accounting and business consulting firms in the Southwest with offices in Albuquerque and Phoenix, is pleased to announce that…
Arizona has joined 24 other states in passing Senate Bill 1449, which requires schools to teach financial literacy in a K-12 setting. It comes after a report from the Center…
Now that the debate over Medicaid expansion and restoration is over and the issue has moved from the political arena to the medical arena, hospitals are already starting to see…
You have insurance on your home, your car, your health. How about your retirement plan? “People have homeowners insurance to protect against fires and floods,” notes independent financial planner Stephen…
Back to school specials are about to take over our shopping experiences once again, but for many high school students, this is also the time to start shopping for college.…
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,…
Arizona Central Credit Union is launching a new initiative to encourage financial literacy among children. Designed for children between the ages of 8 and 12, this program is intended to…
It seems there’s a fee for everything. It can be hard to keep track of all of the bank account fees, credit card fees and convenience fees consumers are charged…
