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Read MoreModern consumers demand clarity of process, transparency on fees, and the assurance that their advisor works EXCLUSIVELY for their best interests.
Read MoreYou'd think that when you reach retirement, the most logical step in the world would be to begin drawing on your retirement account.
Read MoreA consistent rise in the number of cybersecurity breaches taking place in the investment industry has many financial advisors asking if they are doing all they can to keep their firms safe from risk.
Read MoreIt can be tricky for an adviser to introduce his or her own point of view and experiences into the conversation - after all, the focus needs to remain on the client - but advisers say dropping a veil or two goes a long way to building trust and the client relationship.
Read MoreDavid Edwards spoke with Bloomberg's Kathleen Hays and Vonnie Quinn on August 27th on Bloomberg Radio's "The Hays Advantage."
Read Moreavid Edwards, founder and president of Heron Financial Group, says the fundamental pluses for the stock market outweigh the minuses and it is still a good time for investors who are working and saving for retirement to hold a big portion of their portfolios in equities.
Read MoreVanguard 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.
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