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Heron In The News

Our wealth advisers are featured in more than 200 interviews since 2011. Scroll down to see current interviews.

Posts tagged Think Tank
Investment News - What's the next emerging technology for wealth advisers?

The current and future states of adviser technology were the subjects of two hour-long sessions at the InvestmentNews Technology Think Tank held in September in New York. In each session, participants were asked to identify their firm's top tech-related challenges and opportunities — first tackling those issues they face now and then turning to future concerns.

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