David 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 More
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Sixty-six million years ago, an asteroid the size of Manhattan struck Mexico’s Yucatan Peninsula. The impact blasted open a crater 110 miles wide, triggered a tsunami with 500-foot waves and shrouded the planet in dense clouds of acid rain.Read More
Some people can't wait to stop working and spend their days golfing, socializing and playing cards. Working after retirement is the farthest thing from their mind. But for others, the jump from being a productive part of society to suddenly having no challenges isn't quite what they expected.Read More
Failure has always intrigued me, largely because many people aren’t typically willing to open up about it, which makes it a mysterious topic. The goal of our question and answer series is to put failure front and center to help aspiring entrepreneurs get a bit of a back-stage pass to some of the most well-respected entrepreneurs in America.Read More
Certain quirks of the human brain can cause us to make less-than-optimal financial decisions. In recent decades, the growing field of behavioral finance has sought to explain why we make the money choices we do.Read More
When Jed Grant's security clearance and biometric information was stolen from the U.S. Office of Personnel Management, the agency offered him and 22 million other affected people a free credit monitoring service.Read More
David Edwards was a financial advisor in New York City who did enough business to take a few months off each summer to live on Nantucket with his wife and two children. Because he was the sole person in what Edwards called a lifestyle firm, he could leave work at 3 p.m., pick up his kids from school, spend time with them for after-school, homework, dinner, bath stories and bed.Read More
The current and future states of adviser technology were the subjects of two hour-long sessions at the InvestmentNews Technology Think Tank held in September in New York. In each session, participants were asked to identify their firm's top tech-related challenges and opportunities — first tackling those issues they face now and then turning to future concerns.Read More
As millennials get older and start to make more money, they are becoming an increasingly important client segment for financial advisors. This is especially true given that advisors’ bread and butter — baby boomers — continue to age. Not to mention that the $34 trillion wealth transfer is coming.Read More
Gather the technology leaders of competing custodians and registered investment advisers of various sizes, and there are sure to be some disagreements about whether robo-advisers are a blessing or a curse and which are the greatest cybersecurity threats.Read More
Right now, workers who have access to 401(k) plans will be able to invest up to $18,500 next year, while participants age 50 and over will be able to put away $6,000 more. Under current rules, investors will not pay taxes on those contributions until a later date.Read More