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 MoreDave Edwards, president of Heron Wealth, a New York City-based registered investment advisory firm, is considered an expert in the field of robo-advisory services (he's speaking at the Investment Advisor Association in late July on the following topic: "Practical Application of Robo Technology").
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 MoreJoin in this lively and timely webinar panel discussion featuring Grace Uniacke, CAIA, research analyst at Massey-Quick, and David Edwards, President of Heron Financial Group, sharing their observations on this year's presidential election and its impact on the economy:
Read MoreDavid Edwards, President of Heron Financial Group/Wealth Advisors, founded his New York-based company 20 years ago in 1996. A wealth management firm that handles more than 100 clients with nearly $250 million in financial assets
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 MoreLabor Secretary Thomas Perez will announce the final version of the fiduciary rule, which will establish a fiduciary standard for advice delivered on retirement accounts, at the Center for American Progress, according to recent reports.
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