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Best Practices for Interacting with Clients

Nathan Tice


There may be nothing more important to a financial advisor’s practice than establishing effective communications with clients – both current and future ones. Ironically, the technology age in which we live has not necessarily made that critical task any easier. For example, the act of conveying information to someone is now very easy and quick… Read the full article

Top Shelf Compliance Support from Cutter & Company

Nathan Tice


At Cutter & Company we take the role of compliance seriously. We believe that protecting the firm and your business are essential – but also understand the importance of marketing and advertising. Our compliance staff, with more than 40 years of combined experience, understands your need to express yourself in a personal way. In our… Watch video

Trust: Reasons Financial Advisors Should Consider Cutter & Company

Nathan Tice


Cutter & Company is a firm that specializes in working with experienced financial advisors; providing a support platform for them to do business as they see fit. It is an independent contractor structure where Cutter & Company provides the products and services independent advisors need to best serve their clients. The business model can present… Watch video

What’s Getting Lost in the Race to the Bottom for Passive Investment Fees? A Desire for Advice

Nathan Tice


Cost reductions for various kinds of passive investment vehicles keep making headlines. Take the case of Charles Schwab which recently introduced target-date funds for retirement plans with expenses below .10 percent. An article on Thinkadavisor.com theorized the move could give the firm a competitive advantage until other rivals that have also made inroads with passive… Read the full article

Tax Tip: Review Client Tax Returns

Nathan Tice


The new administration promises to move the concept of tax reform from potential to reality. But even though future tax policy is not locked in now, and with the 2016 tax season upon us, the time is excellent for independent financial advisors to meet with clients and review their individual tax situations. IRS form 1040… Read the full article

Tangible Value for Your Hard Work

Nathan Tice


Independent financial advisors typically earn higher payouts than those working for a wirehouse. But there is much more involved. When working with a firm like Cutter & Company, financial advisors control more of their destiny in many ways. In this short video, you will hear how experienced independent financial advisors get essential support for running… Read the full article

Consider This: The Best of Both Worlds

Nathan Tice


Financial advisors pondering the future have myriad items to consider. One hesitation about making a move from a large wirehouse firm to setting up an independent practice is the question about all the “in-house” support they would be leaving behind. At the top of the list might be: Who is going to handle trades and… Read the full article

Independent Financial Advisors – Assistance Getting Started

Nathan Tice


Once a financial advisor decides that setting up an independent practice offers them the chance to not only build their own business model, but potentially have access to better products and services for clients, they will seek a way to turn their leap of faith into a successful transition. Fortunately, there is a model for… Read the full article