David 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 More
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The WealthManagement.com Advisor Confidence Index (ACI), a benchmark of financial advisors' views on the U.S. economy and the stock market, fell by 6.7 percent in April, a steep reversal after five months of increasing optimism.Read More