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 ...

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, ...

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 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 ...

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 ...

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 ...

The design of financial services is a labyrinth of complexity, regulations and high stakes. Despite the allure of high-profile projects and substantial budgets, even the most skilled designers often ...