Financial Designs Wealth, a family-owned wealth management firm based in Miami, celebrates doubling its client assets in under three years. Co-founded by father and daughter duo, Jorge and Jennifer ...

Many of the world’s largest banks already have dozens, sometimes hundreds, of designers and developers in-house. They ...

DEER PARK - Financial Design Studio, Inc, a financial planning and investment management firm, announced that it has merged with Presence Financial, Inc and Honey Lake Advisors, LLC in a three-way ...

There are many digital financial products on the market; some of them excel, while others lack demand and have to fight for their survival. What determines whether a product succeeds or fails? And how ...

According to Leon LaBrecque, founder and managing partner of LJPR, LLC, a firm handling more than $300 million in assets, Engineers who are frozen regarding their finances need to know that the ...

Financial planning and wealth management are key tools advisors leverage to help clients achieve their financial goals and preserve assets for generations. Yet, providers in this space frequently ...

In an increasingly fragmented and complex global economy, the traditional approach of capital allocation—dividing assets across equities, bonds and alternatives—is no longer sufficient to meet the ...

Financial organizations invest significant resources in the design and engineering of their products, but ROI often leaves a lot to be desired. This is because designers work as lone wolfs, and the ...

JACKSON, Tenn.--(BUSINESS WIRE)--Silver Oak Securities, Inc., a leading Hybrid RIA championing the spirit of the independent advisor by marrying the autonomy and individuality smaller firms embrace ...

DENVER--(BUSINESS WIRE)--This year marks a major milestone for Financial Designs Ltd. (FDL) as the Denver-based specialty insurance advisory firm celebrates the 50 th anniversary of its founding in ...