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Consider This Before Opening Your Own Corporate RIA

Nathan Tice

05-10-18

We are long-standing advocates of financial advisors going into the independent channel. In fact, this year Cutter & Company is celebrating our 30th year as an independent broker-dealer. The more recent trend in the industry is where advisors explore their future as their own Registered Investment Advisor (RIA). As a long-time senior compliance executive for… Read the full article

Help Clients Understand New Flexibility in 529 Plans

Nathan Tice

03-23-18

Tax season is an opportune time for financial advisors to review client financial situations and examine whether new strategies might be in order. The changes affecting the federal tax code that were signed into law in late 2017 under the Tax Cuts and Jobs Act make that review even more critical this year. One change… Read the full article

Time Trumps Money When Working with Millennials

Nathan Tice

02-26-18

The Millennial generation, American’s born between 1982 and 2000, represent more than 25 percent of the country’s population. So how is your financial advisory practice serving these people, who number more than 83.1 million according to the U.S. Census Bureau? This large and diverse group will soon enter their earnings prime. Independent financial advisors who… Read the full article

Help Clients Prepare for the (Very) Long Haul

Nathan Tice

01-22-18

Looking at the big picture often reveals opportunities for growth. For example, did you know the number of people who say they are not financially prepared to live a long life is virtually the same as the number of people who are without a financial advisor? For independent financial advisors seeking to enhance their practices,… Read the full article

Reading the ETF Tea Leaves: Something Active’s Going on Here

Nathan Tice

11-28-17

The rise of Exchange-Traded Funds (ETFs) is a trend we’ve been actively watching for some time. The evidence points to the fact that since the financial crisis, financial advisors have been recommending ETFs more than mutual funds as investment vehicles. The 2017 Trends in Investing Survey found 88 percent of advisors who responded currently recommend… Read the full article

Freedom – Why Experienced Financial Advisors Work with Cutter & Company

Nathan Tice

11-14-17

The freedom to grow your business your way is more than just a statement at Cutter & Company. It’s the business model for our independent financial advisors. This short video features some of the ways freedom helps these experienced advisors in their own businesses.

WHAT DOES THE EXIT OF MORGAN STANLEY FROM THE PROTOCOL MEAN?

Nathan Tice

11-02-17

In a surprising announcement, Morgan Stanley says it will no longer remain a member of the broker Protocol effective Friday, November 3rd. Here is an article on this topic posted on ThinkAdvisor. Most in the financial industry already know recent recruiting trends show gains for the Registered Investment Advisor (RIA) and independent channels. Although Morgan… Read the full article

Independent Financial Advisors: Executives on the Benefits of Staying Small

Nathan Tice

10-20-17

Cutter & Company believes its small size is a key driver of success to their service delivery. The organization structure is quite flat. The result is an efficient, flexible and responsive approach to running your own independent practice. The firm’s founders discuss the value of freedom in this short video.

Breaking the Barriers: Turn Millennials into New Clients

Nathan Tice

09-27-17

Looking for a way to grow your independent financial services practice? Consider focusing at least a portion of your efforts on the group of people born between 1982 and 2004. There is opportunity in Millennials, who according to recent research are NOT investing but want advice ABOUT investing. There are 75.4 million reasons for considering… Read the full article