• AXA Advisors Southwest earns Governor’s Award - Read Article

    AXA Advisors Southwest earns Governor’s Award

    2015-04-20T10:50:46-07:00

    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…

  • Here are the best ways for funding a startup - Read Article

    Here are the best ways for funding a startup

    2015-04-14T16:50:55-07:00

    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…

  • Desert Schools provides 5 tips for financial fitness - Read Article

    Desert Schools provides 5 tips for financial fitness

    2015-04-14T09:50:54-07:00

    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 forms Alliance Benefit Group Southwest - Read Article

    REDW forms Alliance Benefit Group Southwest

    2015-04-09T12:50:11-07:00

    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…

  • Financial tips from Dale Walters of KeatsConnelly - Read Article

    Financial tips from Dale Walters of KeatsConnelly

    2015-03-18T09:05:38-07:00

    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…

  • Karen Stepanski joins Baird as financial advisor - Read Article

    Karen Stepanski joins Baird as financial advisor

    2015-03-17T12:50:27-07:00

    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,…

  • Wealth management views from Raymond James’ Curtis Smith - Read Article

    Wealth management views from Raymond James’ Curtis Smith

    2015-03-11T07:30:51-07:00

    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…

  • Wealth management advice from BMO’s Ashley Ober - Read Article

    Wealth management advice from BMO’s Ashley Ober

    2015-03-04T09:50:27-07:00

    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…

  • How to prepare your business for sale - Read Article

    How to prepare your business for sale

    2015-03-03T09:08:26-07:00

    Most business owners grossly over estimate the value of their company. This is just one of many reasons companies for sale fail to secure a suitable buyer. Another reason is…

  • Wealth management advice: Dillan Micus - Read Article

    Wealth management advice: Dillan Micus

    2015-02-25T09:50:14-07:00

    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…

  • Wealth Management Guide: Mark Feldman - Read Article

    Wealth Management Guide: Mark Feldman

    2015-02-18T09:50:39-07:00

    Mark Feldman, CEO and managing partner, Miller Russell Associates Recognized multiple years as a Barron’s top independent financial advisor, Feldman possesses extensive credentials in the wealth management industry with more than 25…

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