David Edwards on “Robo Disruption: Technology in the Advisory Practice”

David Edwards on “Robo Disruption: Technology in the Advisory Practice”

Everyone is talking about robo advice, but will it fundamentally change the investment advisory practice? Can online technology replace face-to-face advice, either for today’s core client base of baby boomers or for tomorrow’s investors –– the cyber-savvy millennials?

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Use Automation, Checklists to Create Efficiencies

Use Automation, Checklists to Create Efficiencies

It’s been a long time since David Edwards, president of Heron Financial Group, has had to code anything. But in the years since he stopped working in IT (he began his career in systems at Morgan Stanley in the 1980s), Edwards has never forgotten certain key principles, notably the importance of having in place a system that lends itself toward creating efficiency.

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