In its inaugural year, Streamline Capital Group witnessed remarkable growth and achievement. Following its initial startup phase earlier in the year, it successfully acquired approximately $9 million worth of real estate, encompassing nearly 60,000 SF. “This success allowed us to forge new connections with investors both locally and nationwide,” said CEO David Hrizak. “The … [More]
Long-Time Valley Banker Joins Community Bank as President & CEO
Gainey Business Bank is pleased to announce that Rob Schwister has joined its Executive Management team as President and CEO. Rob Schwister is an experienced community banking leader, with over 22 years of experience helping small business owners in the Valley make sound financial decisions. Most recently he served as Executive Vice President & Director of Banking … [More]
Investment Firm Expands Phoenix Headquarters, Reaffirms Commitment to Regional Investments
Trinity Capital Inc., a leading provider of diversified financial solutions to growth-stage companies, announced the expansion of its Phoenix headquarters, reaffirming Trinity's longstanding commitment to the region as it continues to scale its business. Trinity has doubled the total space leased at its corporate headquarters at 1 North 1st Street to 30,000 square feet by … [More]
Credit Union Contributes $300K to Arizona Nonprofits, Largest Grant Cycle
Desert Financial Credit Union announced $300,000 in donations to Arizona nonprofits through its grant program today. This is the credit union's largest grant cycle to date, an increase of more than 25% compared to 2022 and more than double the amount awarded just two years ago. "At Desert Financial, we care about the communities where we work and live," … [More]
How Private Equity Can Leverage Healthcare Savings
Many companies are looking to maximize return for their investors but in today’s age the challenges facing financial performance are ever-present. High employee turnover, rising cost of healthcare benefits and inflation can all negatively impact the profitability of a business. One way to drastically improve a business’s profitability is by reducing the money spent on … [More]
Local Credit Union Branches Renamed ‘Financial Service Centers’
TruWest® Credit Union announced that all its branch locations will be renamed as financial service centers beginning December, 2023. The name change is being made to better reflect the services offered at each location, including expanded financial education resources and programs, and a variety of elevated support for members. Financial Service Center Managers and Assistant … [More]
No Worries: How to Live a Stress-Free Financial Life
This is not about millions of tiny decisions that drain the joy from life, like skipping daily coffee to save a few bucks. And it’s not simply about having more money. The secret lies in adopting the right attitude to money and getting a small number of big things right. In his unique style, drawing on decades of expertise, finance expert Jared Dillian tells the truths about … [More]
Full-Time Bank On Arizona Fellow Will Lead Coalition in Arizona to Bank the Unbanked
Millions of Americans across the country are outside of the stabilizing financial mainstream, without a safe banking account to manage their money and build towards a stronger financial future. Across the country, Bank On coalitions work to connect residents to safe, affordable accounts, and Dress for Success Phoenix just received a new grant to supercharge these efforts. Dress … [More]
Arizona-Based Organizations Team Up to Provide Financial Education to Students
Gnosis IQ, an Arizona-based artificial intelligence software company that predicts and tracks student academic success and empowers the well-being of students, is thrilled to announce that it is partnering with Desert Financial Credit Union to provide financial literacy education to schools and families in Arizona. Through this partnership, Desert Financial Credit Union offers … [More]
Bank Foundation Launches Online Donation System to Fulfill Community Mission
Integro Bank announces the launch of the foundation's online donation landing page. The activation of the online donation system will allow the Integro Bank Foundation to move forward with its overall mission to support nonprofit organizations in the community that help small businesses grow. The foundation aims to advocate and provide exemplary leadership … [More]
The Macroeconomy Has Impacted Small Business Owners and Their Access to Business Financing, Says Report
The last several years have left a considerable impact on business owners who need financing access to grow their business
Credibly, the data science-driven fintech lending platform for small and medium-sized businesses (SMBs) conducted a survey with over 100 small business owners in the U.S. to gain a deeper understanding of how the current macroeconomic environment is impacting their businesses. The survey found that only one-third of small business owners reported feeling optimistic about the … [More]
Glendale-Based Commercial Lender Rebrands
AVANA Companies, a comprehensive lending and asset management ecosystem, announces AVANA CUSO, a Credit Union Service Organization designed to meet the evolving needs of credit unions. AVANA CUSO is a premier provider of a wide range of lending products and services, including exceptional expertise in commercial loan origination, underwriting, and comprehensive loan … [More]
FinTech Solution to Revolutionize Banking through Partnership with Stearns Bank
FinTech Automation, renowned for its innovative solutions as an Infrastructure as-a-Service (IaaS) financial technology company and Stearns Bank N. A., a prominent community bank leader known for its innovation and progressive approach to financial services, announces a partnership aimed to redefine the landscape of banking services. The partnership leverages FinTech … [More]
Buyer Beware: Is Your Financial Advisor Using AI to Make Investment Decisions?
Key considerations to discuss with your qualified professional
Just like all industries grappling with the breakneck pace at which artificial intelligence is permeating business as we know it — and how best to leverage it — it’s changing the game for financial advisors and their clients. Advisors must consider what AI does well — and doesn’t. Concurrently, clients must consider a new wave of security concerns as their detailed personal … [More]
Wealth Management Pioneer Joins Phoenix-Based Wealth.com to Advance Estate Planning Solutions
Wealth.com, the industry’s leading estate planning platform, today announced Brian Hamburger, JD, CRCP, as a strategic advisor. Hamburger is the founder, president and chief executive officer of MarketCounsel, the leading business and regulatory compliance consulting firm to the country’s preeminent entrepreneurial independent investment advisers. With an unmatched expertise in … [More]
Investment Advisor Firm Partners to Support Professional Development and Leadership Training
Priority Financial Group, a third-party registered investment advisor serving financial advisors and financial institutions, is pleased to announce a three-year commitment of time, talent and financial resources to support the Financial Planning Association of Greater Phoenix. The collaboration supports FPAGP’s initiatives in professional development and leadership training for … [More]
National Brokerage Co. Looks to Formalize and Grow MGA Practice
Holmes Murphy is excited to announce the addition of insurance industry veteran Tim Anders. Anders will serve as the President of Programs where he will be responsible for formalizing existing programs and generating new opportunities for our Managing General Agent (MGA) practice. This will allow the Holmes Murphy team to broaden their capabilities, tailor unique insurance … [More]
Black, Hispanic and Latina Women Report Increased Confidence in Investing Knowledge and Build Generational Wealth, Says Study
Black, Hispanic and Latina women have gained confidence in their investing knowledge in recent years and are investing to build generational wealth, according to new research from J.P. Morgan Wealth Management. J.P. Morgan surveyed 1,000 investors to uncover investing trends within Black, Hispanic and Latino communities. “Everyone should be building their wealth and J.P. … [More]
