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With financial advisors challenged by evolving consumer expectations and the sheer weight of demographics, it’s not surprising wealth management software maker eMoney Advisor would put the spotlight on a financial advisor who has used its technology to boost his annual growth rate sevenfold in four years.
Read MoreDavid Edwards, founder of Heron Wealth, a New York-based fiduciary investment advisor and wealth management firm, today announced the release of a detailed case study focused on the successful automation of his firm published in conjunction with financial technology company eMoney Advisor (eMoney).
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