Withum Wealth Management Named as a Wealth Magnet
AccountingToday has released their annual report ranking the top CPA financial planners by assets under management, noting Withum Wealth Management to be in the top 150. The article discusses the
2017 Wealth Magnets and their focus on changes fostered by new regulations and new technology. Carmine D’Avino, a Withum Wealth Advisor was quoted in the article saying:
“We believe that conveying a desirable value proposition in a world of commoditized or robo advice will pose a challenge to many financial planners. We are embracing new technologies to take advantage of the positive aspects that automation brings to our industry. Advanced technology in the world of finance has helped us become more efficient and enables us to enhance our value proposition through better client experiences, which include user-friendly digital interfaces and responsive service. The opportunities (and risks) lie in striking the right balance between adopting technology and fostering relationships based on trust through traditional human interactions.”
We are proud to be part of a group described by author Daniel Hood to be known as “confident in [our] ability to handle the issues [we] face…and already begun implementing solutions, even to challenges as large as a fundamental change in one of the underlying premises of the profession.”