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]
Expert Strategies for Securing Small Business Loans: Go from Surviving to Thriving
As an expert in commercial financing and cash flow management, Ambro Blackwell knows what it takes to attract financing for a new small business. He distills decades of valuable insights in his book, Small Business Loans Made Simple: Revealing Insider Secrets and Strategies For Established Businesses. “Every business can use capital, but most small business owners struggle … [More]
Phoenix-Based Community Bank Launches Mortgage Division, Names Leader
With the launch of the Mortgage Division team, led by Steven Zielsdorf, the VP, Director of Residential Mortgage Lending, Integro Bank continues to position themselves as one of the few community banks in Arizona that is small business-focused and offers mortgage solutions that meets the needs and challenges small business owners face when purchasing a home. Almost four in … [More]
Arizona Is Exclusive Initial Market for 1% Down Home Loans by Lender
Zillow Home Loans announced its 1% Down Payment program to allow eligible home buyers to pay as little as 1% down on their next home purchase. This program is initially being offered on properties located in Arizona, with plans to expand to additional markets. With the 1% Down Payment program, borrowers who qualify can now save just 1% to cover their portion of the down payment … [More]
Valley Bank Rolls Out New Banking Services Specifically Designed for Nonprofits
Stearns Bank N.A. recently launched its Nonprofit Banking Solutions, a suite of customized banking services and financing options designed specifically to meet the unique needs of nonprofits. Stearns Bank's Nonprofit Banking Solutions was developed to benefit its fast-growing, diverse nonprofit customer base across the nation, inspired in collaboration with its third-party … [More]
$100,000 Grant Fund for Metro Phoenix Black Women Entrepreneurs Announced
The Tempe Chamber of Commerce Foundation and Wells Fargo are collaborating to offer a grant fund of $100,000 to support Phoenix-area Black women entrepreneurs. The grant will open August 22nd and close at 5 p.m. on September 22, 2023. Applicants can apply online here. The grant is poised to assist Black women-owned business owners to develop and grow their businesses.“The … [More]
Increased Financing Costs Top the List of Credit Concerns for Small Business Owners, Says Survey
NFIB’s Research Center released a follow-up survey following NFIB’s first banking survey released earlier this year. This survey asked small business owners about their banking activities and their experience in accessing credit. The survey was conducted by email from July 20-26, 2023. “The health of the financial system is essential to small business operations,” said Holly … [More]
Electronics Manufacturing Co. Gets $20M from Phoenix-Based Capital Firm
Trinity Capital Inc., a leading provider of diversified financial solutions to growth-stage companies, announced the commitment of $20 million in growth capital to MacroFab, the comprehensive manufacturing platform for building electronics from prototype to high-scale production. MacroFab oversees an impressive network of more than 100 factories throughout North America. … [More]
ASU W. P. Carey School of Business and Phoenix Union Launch Financial Literacy Partnership
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]
How New SBA Loan Rules Affect Small Businesses
With 2023 already halfway over, small businesses are looking for help to grow to end the year on a strong note. As of July 2023, the Small Business Administration has approved more than 40,000 SBA loans worth more than $19 billion. As a local small business expert and owner of Phoenix FranNet, I'm here to discuss what impact these loans will have in the local market regarding … [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]
