• 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…

  • Wealth Management Guide: Gregg Balderrama - Read Article

    Wealth Management Guide: Gregg Balderrama

    2015-02-11T09:50:06-07:00

    Gregg Balderrama, CFA, CAIA, Portfolio manager, Mutual of Omaha Bank Wealth Management Balderrama’s responsibilities include working with high net worth clients to develop investment strategies and structure portfolios to achieve their investment objectives.…

  • Discover’s Phoenix facility has 250 job openings - Read Article

    Discover’s Phoenix facility has 250 job openings

    2015-02-02T08:29:13-07:00

    Discover, which operates several customer care centers across the country, has announced more than 250 open positions at its Phoenixl office. The hiring initiative will include customer care representatives, analyst…

  • 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…

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