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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Heron Financial Group | Wealth Advisors, a New York-based registered investment advisory firm, today announced 2013 key business metrics. In the last year, the firm grew assets under management (AUM) by 69%, from $72 million at year-end 2012 to $122 million by year-end 2013Read More