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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

For Independent Advisors, It Pays to Go Against the ‘Industry Norm’

Nathan Tice

08-28-17

Large wirehouse operations appear to be telling the financial advisors that ‘It’s a sprint, not a marathon’ when they set monthly production hurdles that are tied to higher compensation. And on top of that, the performance bar for achieving higher payout levels seems to be constantly getting raised. The justification for moving the goal posts… Read the full article

Best Practices for Interacting with Clients

Nathan Tice

07-20-17

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

06-22-17

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