• WGM Associates hires Gary Williams as CFO - Read Article

    WGM Associates hires Gary Williams as CFO

    2015-01-07T23:40:15-07:00

    WGM Associates, a Scottsdale-based information technology consulting, security and application development firm, has hired Gary Williams to fulfill the newly created role of Chief Financial Officer. Williams brings extensive executive…

  • 3 retirement essentials for 2015 - Read Article

    3 retirement essentials for 2015

    2014-12-29T08:50:27-07:00

    Wow, what an amazing market ride over the last few years!  Running on tracks laid by an unprecedented Federal Reserve monetary easing program, the market has once again run to…

  • 4 reasons why retirees don’t need a nest egg - Read Article

    4 reasons why retirees don’t need a nest egg

    2014-12-22T08:50:41-07:00

    We are quickly coming to a reckoning in this country regarding the well-being of retirees, says Jeff Bucher, a financial advisor who helps working-class Americans plan their golden years. “I…

  • UMB acquires Marquette Financial Companies - Read Article

    UMB acquires Marquette Financial Companies

    2014-12-16T09:50:53-07:00

    UMB Financial Corporation (Nasdaq: UMBF), a $16.3 billion diversified financial holding company as of September 30, 2014, headquartered in Kansas City, Mo., and the Pohlad family of Minneapolis, Minn., announced…

  • How company culture can lead to fraud - Read Article

    How company culture can lead to fraud

    2014-12-03T08:50:35-07:00

    Unfortunately, fraud is something all businesses must think about and guard themselves from. According to Statistic Brain, seven percent of annual revenues are lost to employee theft or fraud and…

  • Beacon Pointe Wealth Advisors expands in Arizona - Read Article

    Beacon Pointe Wealth Advisors expands in Arizona

    2014-11-23T10:34:42-07:00

    Beacon Pointe Wealth Advisors (BPWA), a comprehensive wealth advisory firm and national enterprise building partnership, recently welcomed four experienced advisors to its Scottsdale office. Brian Coughlan, MBA, Landen Lunsway, CFP®,…

  • Creditsafe opens sales center in Phoenix - Read Article

    Creditsafe opens sales center in Phoenix

    2014-11-21T10:49:41-07:00

    Creditsafe, the world’s most-used supplier of company credit reports, announced today that it has opened a sales center in the greater-Phoenix area. The office will allow the fast-growing company to…

  • BMO Private Bank Boosts AZ Senior Staff - Read Article

    BMO Private Bank Boosts AZ Senior Staff

    2014-10-20T10:43:59-07:00

    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…

  • First job: Miller Russell Christina Burroughs - Read Article

    First job: Miller Russell Christina Burroughs

    2014-10-01T12:00:49-07:00

    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…

  • Steps to Streamline your Accounting Department - Read Article

    Steps to Streamline your Accounting Department

    2014-09-26T12:55:14-07:00

    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…

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