As Camelback High School students return to school this fall, 150 of them will complete a new program focused on improving financial literacy. The new partnership between Phoenix Union High School District (PXU) and the W. P. Carey School of Business hopes to boost practical financial knowledge in young people, leading toward better financial outcomes for students and their … [More]
Level Up!
Investing can be a daunting and intimidating subject, but it doesn’t have to be. This book takes a fresh approach to personal finance and self-development that’s both accessible and engaging. Using video game analogies to explain complex financial concepts in a way that’s easy to understand, regardless of the reader’s background or level of experience. Investing is changing … [More]
Lending Partnership Launches New Assistance Program to Grow Black Homeownership in the U.S.
BMO announced the launch of a new Homebuyer Assistance Program for graduates of Historically Black Colleges and Universities (HBCU) and Predominantly Black Institutions (PBI), in partnership with the National Association for Real Estate Brokers (NAREB), a trade organization and network of Black real estate professionals. BMO and NAREB will work to increase homeownership in … [More]
Holmes Murphy Names Vice President for Property Casualty Division
Holmes Murphy is excited to announce that Amy Tanny has joined the organization as a Vice President of Property Casualty. In this role and as part of Holmes Murphy’s Placement team, Tanny will be focused on helping the company win new business, supporting the team as a resource for client renewal placements (a new resource for the enterprise), and assisting with Holmes … [More]
Father-Son Team Joins LPL Financial to Launch Scottsdale-Based Advisory Firm
LPL Financial LLC announced that financial advisors Larry Lytle and Zach Lytle have launched an independent practice, Wiser Advisor Group, LLC, and joined LPL Financial’s broker-dealer, RIA and custodial platforms. The advisors reported having served approximately $130 million in advisory, brokerage and retirement plan assets* and join from RBC Wealth Management. Based in … [More]
OneAZ Credit Union Names New CEO
OneAZ Credit Union is proud to announce that Brandon Michaels has been named President & CEO following the retirement of Kim Reedy, President & CEO. Brandon arrives at OneAZ with nearly 20 years of executive leadership experience in the credit union industry. He’s previously served as President & CEO at two credit unions. His visionary leadership elevated those … [More]
Banks Combine to Create the Largest Community Bank Headquartered in Arizona
Bancorp 34, Inc., the holding company of Bank 34, and CBOA Financial, Inc., the holding company of Commerce Bank of Arizona, today jointly announced the signing of a definitive merger agreement to combine and form the second largest bank headquartered in Arizona. Under the terms of the definitive merger agreement, Commerce shareholders will receive 0.24 shares of BCTF common … [More]
The Future Role of Social Media in Finance
The idea in my book that information is the product comes from the work of sociologists from the early days of social media, including Yochai Benkler, Charles Leadbeater and Clay Shirky, who predicted that the economy would increasingly become a participatory one (Benkler, 2007). Clay Shirky introduced the concept of “mass amateurization,” where platforms turned consumers … [More]
Bryan Guest Promoted to Regional President at First Interstate Bank
Bryan Guest has been promoted to President of the Mountain Desert Region for First Interstate Bank. In this role, Guest will oversee First Interstate’s branch network in Arizona, Colorado, and Wyoming. Guest will play a key leadership role in developing and maintaining client relationships, promoting the Bank within the communities it serves, and actively carrying out the … [More]
Merger to Expand Arizona Franchise with Acquisition of Canyon Community Bank
CrossFirst Bankshares, Inc. and Canyon Bancorporation, Inc. announced that they have entered into a definitive merger agreement under which CrossFirst and Canyon will consummate a business combination transaction resulting in the mergers of Canyon with and into CrossFirst and Canyon’s bank subsidiary, Canyon Community Bank, N.A., merging with and into CrossFirst’s bank … [More]
Credit Union Partners to Better Serve Arizona’s Black and African-American Communities
OneAZ Credit Union remains committed to its mission to improve the lives of all Arizonans. To better support and engage with the African-American and Black community, OneAZ Credit Union has partnered with KAHARRIS & CO. LLC, a consulting firm that helps organizations integrate with communities and develop impactful relationships. Kristen Harris, the founder of KAHARRIS … [More]