Liz Claman, of Fox News Business, interviews David Edwards, President of Heron Wealth, to discuss the outlook for Federal policy, the US economy, and company earnings in 2020.
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"Our industry, wealth management, is undergoing an unprecedented time of transition," said David Edwards, president and founder, Heron Wealth. "Clients demand ever more services, delivered according to their schedules, not ours, and want to be secure in knowing that they are receiving the best possible advice at all times. We are thrilled to be recognized among the firms that are taking charge in this new reality."
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In "The Fuse Show," co-hosts Co-hosts Ryan Donovan and George Svagera of Orion Advisor Technology, discuss the trends and headlines in the fintech industry and offer new insights for financial advisors looking to innovate beyond traditional ways of doing business, disrupt the status quo and win more business.
In this episode , David Edwards describes how Heron Wealth uses technology to deliver the high touch-high engagement that modern families demand of their advisors. Edwards explains that technology does not replace the advisor but rather, enables the “bionic advisor.”
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It’s no secret the investment industry has a choppy record in attracting young financial talent. But with 100,000 brokers retiring in the next ten years, and half the industry talent age 55 or higher, according to a report from Cerulli Associates, some industry titans have had enough, and are actively recruiting much younger advisors.
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