Banking & Financial Advice

Wind insurance losses could hit $150 billion in a worst-case scenario By Martin Lenkowsky Weather experts say it’s simply a matter of when, and not if. South Floridians someday will

Ernie Diaz leads TD Bank’s rapidly growing operations in Florida By Kevin Gale | Photography by Larry Wood Ernie Diaz, regional president for TD Bank in Florida, actively promotes business

  The type of opportunities available to accredited investors are now available to the masses. The reason is Title III of the federal Jobs Act went into effect on Monday,

Howard Kaye’s mantra is all about creating and preserving wealth. He’s a nationally known expert walking in the footsteps of his father, Barry, who was a pioneer in the wealth

Boca Raton company becomes one of state’s largest insurers By Arnie Rosenberg  |  Photography by Larry Wood In its own way, Hurricane Andrew gave birth to Florida Peninsula Insurance Co. When

How to interpret the volatility at the beginning of 2016 If investors were hoping to put the stock market volatility of 2015 behind them, they were undoubtedly disappointed to see

By Julie Neitzel Financial markets have experienced considerable volatility over the last few years. Given these challenging times, it’s easy to forget the rationale for your current investment portfolio holdings

Calixto Garcia-Velez, deep-pockets parent propel growth at FirstBank Florida By Kevin Gale FirstBank Florida isn’t afraid to chart its own course in banking. The bank is pushing ahead in the

Success stories and obstacles in getting financial services firms to relocate By Kevin Gale Some South Florida business people are skeptical about the push to recruit financial services firms, saying,

Uncertainty is the watchword for South Florida’s community banks as they grapple with the banking reform regulations resulting from the Dodd-Frank Act. Dodd-Frank already has more than 5,000 pages of