David Edwards quoted in a recent article on Diversity (or lack thereof) in the Wealth Advisor profession.Read More
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The holidays can be a difficult time to be divorced. Most of us are accustomed to celebrating as a couple or family. It may be especially challenging if you are a parent and this is your child’s year with “the other parent.”Read More
In the surest sign yet that Sallie Krawcheck wants to be an RIA, the former wirehouse executive has filed an ADV but not, she reports, before applying mascara and giving herself an 'aha’ slap on the foreheadRead More
Clients interpret that as an adviser not caring about them. It's just selling clients platitudes. What advisers can say, to a retired client, is that their monthly draw comes out of short-term government bonds, which rise in value during a crisis. In other words, we can coast for a year with uncertain stock prices.Read More
David Edwards, of Heron Financial Group in Nantucket, Mass., knows a lot about smooth sailing. Each year he hosts a sailing regatta in the British Virgin Islands to connect with ultra-high net worth clients.Read More
The promise of a seamless technology integration in which advisers get up to speed quickly and use all of the software programs and data available to them with ease isn't a reality at most advisory firms. Not yet, at least.Read More
Average Americans have a poor opinion about financial advisers, and with good reason. Too many “advisers” are just salespeople for products that generate commissions for the adviser but rarely deliver the promised investment returns to the client.Read More
Financial advisors are always looking more effective ways communicate with current and prospective clients. Recently, many in the personal financial services industry are turning to video content to showcase their brand and investing approach.Read More
While returning from a business flight last year, I experienced a queasy stomach sensation. Later than night I woke up with searing pain across my abdomen. At my internist the next morning, I asked, “Do I have food poisoning?”Read More