Our firm Heron Wealth is well known for successfully leveraging technology to maintain high levels of client service. This recent piece by Redtail Technology, which provides two of our most important systems, will give you a "behind the scenes" view of a fast growing wealth advisory practice.
Heron was previously featured by eMoney for utilization of financial planning platform, Smarsh for Social Media archiving and Financial Planning magazine for leading the advisor industry on cybersecurity protections for clients.
Smaller advisers have the challenge of doing more with less. All the same rules apply, but these advisers have only so much bandwidth.
Read MoreGolf Digest hired James Yang to do illustrations at Augusta National during last year’s Masters, part of Golf Digest’s annual First Impressions series by artists, photographers and writers.
Read MoreOne of the biggest cultural touchstones so far in 2019 has been the Netflix reality show "Tidying Up with Marie Kondo."
It stars Japanese organizing consultant Marie Kondo as she helps families clean up their homes using her KonMari method. Ms. Kondo goes through every item one-by-one to decide which items really "spark joy." If it doesn't spark joy, it has to go.
Read MoreDavid Edwards joined a panel discussion “Technology Solutions for Investment Management” this past Thursday February 7th at the IC Summit for RIAs in New York City. Heron Wealth is recognized for leading the wealth advisory profession in adopting technology to enhance the client experience.
Read MoreAll students, even those from affluent families, should submit an application.
This week marks the start of the FAFSA (Free Application for Federal Student Aid) race, which ends June 30th.
Read MoreOur colleagues, wealth advisors Samantha Gorelick, CFP® and Elizabeth Caputo visited with NYC-based travel company Indagare this week, to answer questions from their team on anything money-related. Read on for some of the bullet points that Samantha and Elizabeth recommended.
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