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 ...

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 ...

Alex Kreger, UX Strategist & Founder of the financial UX design agency UXDA, designs leading banking and fintech products in 39 countries. Many of the world’s largest banks already have dozens, ...

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 ...

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 ...

What should I know about this firm? Creative Financial Designs Inc is a national financial advisory firm headquartered in Kokomo, IN. The firm has $2.1 billion under management and employs 149.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 ...

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 ...

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 ...

Mariana Tataryn of Deloitte designs financial systems for billion-dollar organizations — and explains why women in tech need more than just a seat at the table — they need real influence.

Voya Financial has launched a digital health savings account assistant designed to help employees make better decisions when contributing funds for future use. Only 41% of Americans would be able to ...