Financial planning is not an area one thinks of as technology-focused — and yet for the CPA financial planners in this year's list of the Top Firms by Assets Under Management, technology and its ramifications are very much top of mind. That's not to say it's the only thing they're concerned about: When asked which issues they think are most pressing for their field, many of the 2019 Wealth Magnets cited the war for talent, competitive pressures old and new, the perennial issues of market changes and managing clients, and even the existential need to clearly define and communicate to clients the value proposition of financial planning.
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