Our wealth advisers are featured in more than 200 interviews since 2011. Scroll down to see current interviews.
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."
Read More"Our industry, wealth management, is undergoing an unprecedented time of transition," said David Edwards, president and founder, Heron Wealth. "Clients demand ever more services, delivered according to their schedules, not ours, and want to be secure in knowing that they are receiving the best possible advice at all times. We are thrilled to be recognized among the firms that are taking charge in this new reality."
Read MoreJournalist Jeffrey Steele of the Chicago Tribune Retirement Newsletter examines many retirees' fear of spending their savings in retirement. Graveyards are filled with people who never got around to spending their hard-earned retirement funds, so anxious are they of going through their nest eggs.
Why is this problem so pervasive among devoted savers?
Read MoreIn "The Fuse Show," co-hosts Co-hosts Ryan Donovan and George Svagera of Orion Advisor Technology, discuss the trends and headlines in the fintech industry and offer new insights for financial advisors looking to innovate beyond traditional ways of doing business, disrupt the status quo and win more business.
In this episode , David Edwards describes how Heron Wealth uses technology to deliver the high touch-high engagement that modern families demand of their advisors. Edwards explains that technology does not replace the advisor but rather, enables the “bionic advisor.”
Read MoreLongevity risk, the possibility of outliving one's money is the scariest retirement income risk. But fear of volatility causes many investors to shy away from equities and growth investments, says David Edwards, president at Heron Wealth in New York. Edward's bucket strategy apportions 60% to stocks and commodities, 30% to government and corporate bonds and 10% to short-term cash securities
Read MoreIsaiah Green recently stopped by the office of Heron Wealth in mid-town Manhattan. Here are his impressions:
I swapped my airline boarding pass for a MetroCard as I met with RIAs on my own turf to discuss new hires, fintech solutions and handling whatever the market throws at you.
To start my day, I headed no further than a few floors above Citywire’s humble abode, to the office of Shikiar Asset Management, where I met with managing director Samuel Shikiar.
For my next meeting, I hopped on the seven train to the east side of Manhattan to sit down with David Edwards, founder and president, and Chris Jennings, wealth advisor at Heron Wealth.
Edwards, Jennings and their team work out of a sleek, modern WeWork in the heart of New York with spectacular views of the growing skyline and the East River.
Read MoreLegal sex worker Alice Little tells ThinkAdvisor how she invests her earnings and teaches her colleagues about business management.
Lady of the evening Alice Little is bringing new value to the world’s oldest profession. It’s all part of the 20-something’s ambitious “Million-Dollar Sex Work Business Plan.”
Read MoreEdwards firmly believes that Fidelity Clearing & Custody Solutions is the only custodian that can handle his business.
‘We chose to take what we call a best-of-breed approach, where we take the best custodian, the best customer relationship management system, the best financial planning tool and the best reporting tool,’ Edwards said. ‘We aggressively evaluate all of our vendors every three years and swap them out if they’re not keeping up.’
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