A new report by the New York City Comptroller’s office has found that in exchange for the $2.5 billion in fees paid to major investment managers over the last decade, the city’s five pension funds have received almost nothing in return. Or, as The New York Times puts it, “The Lenape tribe got a better… Read More >>
How Not to Cross the Line via Social Media
Learning the power of social media helps financial services firms understand how not to cross the line into non-compliance, says David Edwards, president and wealth adviser at Heron Financial Group wealth advisers, based in New York City. Heron Financial is “very marketing-focused” and thus a great fit with social media, Edwards says. “When I say… Read More >>
