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 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…
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 (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, 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…
A new study released today by BMO Private Bank has found that 88 percent of women in Arizona are confident in their ability to manage their finances if something were…
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…
