Technology Solutions for Investment Management

Technology Solutions for Investment Management

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.

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3 Lessons Learned From My Most Memorable Failure With David Edwards

3 Lessons Learned From My Most Memorable Failure With David Edwards

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.

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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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Investor's Business Daily - Advisors Need To Do Due Diligence Before Buying New Technology For Firm

Investor's Business Daily - Advisors Need To Do Due Diligence Before Buying New Technology For Firm

In the old days, before the iPhone, a financial advisory firms could get away without updating their technology every year, but not anymore. As consumers go mobile, they expect advisors to be up-to-the-minute with the latest technology. Almost everyone uses the web or mobile technology and expects to get info on a 24/7 basis.

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Fidelity’s New Robo Ups Ante for Advisors

Fidelity’s New Robo Ups Ante for Advisors

After launching its robo for retail investors last summer, Fidelity Investments is forging ahead on a revamped technology platform for advisors. By mid-year, the asset manager and financial services custodian expects to offer its 3,000-plus customer base of RIAs and brokerages a whole new set of online tools to manage client portfolios.

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