July 30, 2020 – Withum Wealth Management (WWM) is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
This list spotlights the top performing wealth advisors across the country. Each state’s list is determined by SHOOK research, an algorithm based on qualitative and quantitative criteria including in-person interviews, candidate’s industry experience, community involvement, client retention data and revenue trends.
Jim Ferrare, CFA®, CPA, Managing Principal of Withum Wealth Management recently wrote an article, The ROBO vs. Human Advisor Debate, that was recently published by New Jersey Business magazine.
The SECURE Act Would Usher in Several Positive Changes for the Retirement System While Increasing Taxes on Many Beneficiaries