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.
As part of our due diligence process and dialogue with team spokespeople we were asked to participate in a bell ringing ceremony.
The ABCs of 401k Investing Bias Could Lead to Poor Investment Decisions: Recognition and How to Counter the Problem
A recent study shows that 401(k) plan participants are substantially biased by the alphabetical order in which mutual funds are listed in plan documents when it comes to making investment decisions.
Withum Wealth Management Advisor and Principal, Carmine D’Avino, CFP®, was featured in Accounting Today in the article Wealth Magnets: Technology and its discontents.