Isaiah Green recently stopped by the office of Heron Wealth in mid-town Manhattan. Here are his impressions:
I swapped my airline boarding pass for a MetroCard as I met with RIAs on my own turf to discuss new hires, fintech solutions and handling whatever the market throws at you.
To start my day, I headed no further than a few floors above Citywire’s humble abode, to the office of Shikiar Asset Management, where I met with managing director Samuel Shikiar.
For my next meeting, I hopped on the seven train to the east side of Manhattan to sit down with David Edwards, founder and president, and Chris Jennings, wealth advisor at Heron Wealth.
Edwards, Jennings and their team work out of a sleek, modern WeWork in the heart of New York with spectacular views of the growing skyline and the East River.
Legal sex worker Alice Little tells ThinkAdvisor how she invests her earnings and teaches her colleagues about business management.
Lady of the evening Alice Little is bringing new value to the world’s oldest profession. It’s all part of the 20-something’s ambitious “Million-Dollar Sex Work Business Plan.”
Edwards firmly believes that Fidelity Clearing & Custody Solutions is the only custodian that can handle his business.
‘We chose to take what we call a best-of-breed approach, where we take the best custodian, the best customer relationship management system, the best financial planning tool and the best reporting tool,’ Edwards said. ‘We aggressively evaluate all of our vendors every three years and swap them out if they’re not keeping up.’
Golf Digest hired James Yang to do illustrations at Augusta National during last year’s Masters, part of Golf Digest’s annual First Impressions series by artists, photographers and writers.
One of the biggest cultural touchstones so far in 2019 has been the Netflix reality show "Tidying Up with Marie Kondo."
It stars Japanese organizing consultant Marie Kondo as she helps families clean up their homes using her KonMari method. Ms. Kondo goes through every item one-by-one to decide which items really "spark joy." If it doesn't spark joy, it has to go.
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.
All students, even those from affluent families, should submit an application.
This week marks the start of the FAFSA (Free Application for Federal Student Aid) race, which ends June 30th.
Sixty-six million years ago, an asteroid the size of Manhattan struck Mexico’s Yucatan Peninsula. The impact blasted open a crater 110 miles wide, triggered a tsunami with 500-foot waves and shrouded the planet in dense clouds of acid rain.
Some people can't wait to stop working and spend their days golfing, socializing and playing cards. Working after retirement is the farthest thing from their mind. But for others, the jump from being a productive part of society to suddenly having no challenges isn't quite what they expected.