Every four years, Heron Financial Group completely tears down and rebuilds its technology platform.One big focus: A review of how every vendor handles clients’ private data, says David Edwards, head of the New York-based advisory firm.

Financial PlanningDavid EdwardsFebruary 1, 2017Data breach, TechnologyComment

Heron Wealth is a New York City-based wealth advisory firm providing financial planning, investment advice and tax planning & estate planning services to clients. Founded by President David Edwards in 1996, Heron Wealth currently manages $500 million in client assets.