1-800-536-8770 | Client Login


Time Trumps Money When Working with Millennials

Nathan Tice


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


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


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


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.


Nathan Tice


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


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


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


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