Vanguard has overtaken Pimco as the largest provider of taxable-bond mutual funds by assets, a title the West Coast firm has held for more than a decade.

Investment NewsDavid EdwardsAugust 18, 2014Vanguard, Pimco, bondsComment

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.