How Some Savvy FAs are Overtaking ‘Basic’ Robos

How Some Savvy FAs are Overtaking ‘Basic’ Robos

Robo advice for mass-affluent investors keeps evolving. But brick-and-mortar advisors aren’t standing still. In fact, some traditional FAs are taking into their own hands ways to automate more sophisticated types of holistic planning – from philanthropy to tax strategies and healthcare issues.

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Investment News - Advisers find summer slowdown has become a thing of the past

Investment News - Advisers find summer slowdown has become a thing of the past

Summer isn't what it used to be, according to financial advisers.June, July and August used to be slower months when clients vacationed and advisers would recharge themselves and their practices, completing long-term projects aimed at business development and other operational improvements.

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Chasing HENRY, the Hottest New Prospect

Chasing HENRY, the Hottest New Prospect

Forget about “Where’s Waldo?” The search is on for HENRYs. That is, “High Earners, Not Rich Yet.” Forward-thinking advisors are pursuing this millennial subset, a young demographic packed with potential, as New York City-based advisor David Edwards, founder-president of Heron Wealth, told ThinkAdvisor in an interview.

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David Edwards of Heron Wealth: On Evolving with the Times and Building a Platform for Success

David Edwards of Heron Wealth: On Evolving with the Times and Building a Platform for Success

Working with top advisors like David Edwards, founder and president of Heron Wealth is a real joy. Marie Swift of Impact Communications spoke with David to uncover some of his secrets to success. David provides some great insights for fellow financial advisors. There are lots of great ideas and much to emulate here.

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Heron Wealth President David Edwards participates in Expert Robo Advisory Panel

Heron Wealth President David Edwards participates in Expert Robo Advisory Panel

David Edwards of Heron Wealth joined Adam Grealish, Quantitative Analyst at Betterment,  Dan diBartolomeo, President, Northfield Information Services and Kevin R. Kelly, Chief Investment Officer, Portfolio Manager, Recon Capital Partners on a recent panel (June 20th) moderated by Jesse J Noel, MS, CFA on the subject of Robo Investment Platforms.

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US News & World Report - What You Should Know About 3 Major U.S. Indexes

US News & World Report - What You Should Know About 3 Major U.S. Indexes

As the second-longest bull market in history rages on and many indexes keep breaking records, it's fair to wonder if U.S. stocks are overvalued and when this run will end. This is particularly important given how difficult it is for investors to outperform the major stock indexes.

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Financial Services Casting Nets For Younger Pros as Advisors Age Out

Financial Services Casting Nets For Younger Pros as Advisors Age Out

It’s no secret the investment industry has a choppy record in attracting young financial talent. But with 100,000 brokers retiring in the next ten years, and half the industry talent age 55 or higher, according to a report from Cerulli Associates, some industry titans have had enough, and are actively recruiting much younger advisors.

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US News & World Report - 8 Things Not to Hide From Your Investment Professional

US News & World Report - 8 Things Not to Hide From Your Investment Professional

Silent or sneaky investors can sabotage their most valuable financial relationship. Some adult shame amounts to little more than a grown-up version of hiding an empty cookie jar. But too often, the adult piggy bank is at stake. For financial managers, that can set the stage for disaster.

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