With financial advisors challenged by evolving consumer expectations and the sheer weight of demographics, it’s not surprising wealth management software maker eMoney Advisor would put the spotlight on a financial advisor who has used its technology to boost his annual growth rate sevenfold in four years.
Read MoreDavid Edwards, founder of Heron Wealth, a New York-based fiduciary investment advisor and wealth management firm, today announced the release of a detailed case study focused on the successful automation of his firm published in conjunction with financial technology company eMoney Advisor (eMoney).
Read MoreFinancial Planning - How Heron Wealth Protects Clients' Financial Data
Every four years, Heron Financial Group completely tears down and rebuilds its technology platform.One big focus: A review of how every vendor handles clients’ private data, says David Edwards, head of the New York-based advisory firm.
Read MoreWhile it's clear that President Donald J. Trump wants to scrap the estate tax, it's not clear what financial advisers should be telling their clients as details about the law's demise get sorted out.
Read MoreEvery four years, Heron Financial Group completely tears down and rebuilds its technology platform.One big focus: A review of how every vendor handles clients’ private data, says David Edwards, head of the New York-based advisory firm.
Read MoreOnce upon a time, turning 50 meant you were "over the hill." Today, 50 is the new 40 and according to researchers at the International Institute for Applied Systems Analysis and Stony Brook University, 60 is now middle-aged.
Read MoreAdvisers who move from employee status to an RIA must take on new responsibilities, such as preparing for their own retirements.
Read MoreEveryone is talking about robo advice, but will it fundamentally change the investment advisory practice? Can online technology replace face-to-face advice, either for today’s core client base of baby boomers or for tomorrow’s investors –– the cyber-savvy millennials?
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