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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 in US News and World Report
7 Best Socially Responsible Mutual Funds

Invest with your heart with these best SRI mutual funds.

The socially responsible investing category is exploding, driven by investors' desire to invest with their values. These funds are often categorized under ESG, which stands for environmental, social and corporate governance. David Edwards, the founder of Heron Wealth, says: "This is not an easy concept to navigate, as many fund companies just slap an ESG label on an existing fund and shove it out the door."

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Pimco's El-Erian: Why Zombies Threaten Markets

Will zombies own the road ahead for financial markets or can the global economy sustain itself without central bank transfusions? That's the question posed by Pimco's cerebral chief executive officer Mohamed El-Erian in a new report that suggests the economy is still haunted by the legacy of the last crash and spoiled by the easy money that has been pumped into it since.

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