Digital Assets – Access and Disclosure Our increasingly digital world presents all kinds of wonderful benefits, along with all kinds of additional complexity. I would guess most people today engage in using social media, online...
Read MoreThe economy always seems to be in a state of evolution. Millennials, who were born between 1982 and 2000, are a driving force in the latest phase. The “Experience Economy” is where goods and services are sold by emphasizing...
Read MoreThere is no getting around it. Mobile devices are a dominant force in society. NIELSEN, the global measurement and data analytics firm, puts smartphone penetration at 88 percent across the U.S. population. And about 97 percent of...
Read MoreThe 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...
Read MoreThe proliferation of digital communication has, to say the least, presented new challenges for financial advisors seeking to grow their businesses while staying within the good graces of regulators. It has also presented challenges for...
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Experience is one of life’s best teachers, provided one is willing to learn. The founders of Cutter & Company are prime examples of that approach, as the firm celebrates 30 years in business. They absorbed valuable lessons from...
Read MoreBeck and Gehrs Establish Greenbridge Wealth Advisors as Independent Practice Veteran financial advisors Joseph Beck and Nick Gehrs, managing members of Greenbridge Wealth Advisors, LLC, have joined Cutter & Company. With client assets...
Read MoreWe 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...
Read MoreIt is difficult to deny that brand names are part of our culture. From toothpaste, to clothes, to cars, people are often label-conscious. Those interested in following financial advisor careers as well as financial advisors considering...
Read MoreTalk about a conundrum. At a time when equity markets were setting records, the largest banks and brokerage houses are looking for ways to cut pay for their financial advisors. An article in The Financial Times reported in May 2014...
Read MoreIndependent financial advisors want to share a little secret with like-minded colleagues thinking about setting up their own practice. More than 90 percent of your clients, if not all of them, will almost certainly move with you within...
Read MoreThe 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...
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