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The industry as a whole has to go a step farther, said David Edwards, president of Heron Financial Group. Software vendors are automating the procedure of all of these forms, but custodians should clean up the way advisers must deliver these forms to their clients or prospective clients
Read MoreThe negative and foreboding tone of Mr. Trump's speech, which repeatedly mentioned the theme of "law and order" and America being unsafe and financially worrisome, bothered some financial planners.
Read MoreThe government offers lots of programs to help student borrowers repay their federal loans on time, yet one in four people with student debts due are currently in default or teetering on the edge.
Read MoreWith the end of the tax season fast approaching, some of your clients could see a hefty tax refund coming their way or have perhaps already pocketed that check.
Read MoreGoogle “New York wealth adviser” and David Edwards' Heron Financial Group is one of the first firms to pop up, due in part to his early and dedicated approach to social media.
Read MoreFinancial advisers are targeting growth in 2016, with many seeking to boost assets and clients in the new year by using a variety of strategies, including better tech, hiring the right talent and improving marketing. Other planners aim to rev-up client service during a year with lots of expected market volatility.
Read MoreU.S. stocks tumbled to start 2016, as a rout in Chinese equities renewed concern that an economic slowdown there will damp global growth.
Read MoreDavid Edwards quoted in a recent article on Diversity (or lack thereof) in the Wealth Advisor profession.
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