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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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
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.Read More
Journal of Financial Planning contributor Daniel Kern, and investment adviser David Edwards, founder of the Heron Financial Group | Wealth Advisors, discussed the impact of the “golden age” of investing in the “new normal.”Read More
The broad-brush tax proposal released Wednesday by President Donald J. Trump repeated his campaign pledge to repeal the estate tax, but failed to provide financial advisers with any additional detail regarding its form.Read More
Do you know the "three-foot rule"? Wealth adviser David Edwards, president and founder of Heron Wealth, which provides financial planning, investment advice and estate planning to individuals and families across the U.S. and in Europe, cites it as one key element of his success.Read More
Advisory firms are trying to figure out how to leverage their networks and technology to profitably expand their client bases.Client segmentation strategies can provide that opportunity when firms align their resources properly.Read More
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.Read More
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.Read More
Join in this lively and timely webinar panel discussion featuring Grace Uniacke, CAIA, research analyst at Massey-Quick, and David Edwards, President of Heron Financial Group, sharing their observations on this year's presidential election and its impact on the economy:Read More
David Edwards, President of Heron Financial Group/Wealth Advisors, founded his New York-based company 20 years ago in 1996. A wealth management firm that handles more than 100 clients with nearly $250 million in financial assetsRead More