Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

New blog articles detected.

  • For Independent Advisors, It Pays to Go Against the ‘Industry Norm’
    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 The post For Independent Advi...
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

New blog articles detected.

  • Professional Support: Essential for Independent Financial Advisors
    With Cutter & Company you will have access to the professional support you need to help create the practice you envision. We offer outstanding practice management support programs, compliance expertise and access to continuing education. In this short video, experienced financial advisors share what they like about Cutter & Company’s professional support systems and staffing. The post Professional...
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

New blog articles detected.

  • Best Practices for Interacting with Clients
    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 The post Best Practices for ...
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

New blog articles detected.

  • Top Shelf Compliance Support from Cutter & Company
    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 The post Top Shelf Compliance Support from Cutter...
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

New blog articles detected.

  • Fee-Only with Future Flexibility: Sorting Out the Fiduciary Rule for Financial Advisors
    Financial firms have been adjusting to a moving deadline for the so-called Fiduciary Rule for months. So there is a little irony involved when the first thing you notice on the U.S. Department of Labor (DOL) web page titled Conflict of Interest Final Rule is a phrase indicating the information contained there “may be subject... Read the full article The post Fee-Only with Future Flexibility: Sort...
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

New blog articles detected.

  • Trust: Reasons Financial Advisors Should Consider Cutter & Company
    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 The post Trust: Reasons Financial Ad...
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

New blog articles detected.

  • What’s Getting Lost in the Race to the Bottom for Passive Investment Fees? A Desire for Advice
    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 T...
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

New blog articles detected.

  • Helping Independent Financial Advisors Reach Their Full Potential
    Cutter & Company makes it a point to understand your business model and support it. We applaud our independent Financial Advisors who think outside the box and deliver their own brand of services to their clients. Our job is to support your business, and work with you to ensure that your ideas and services are... Read the full article The post Helping Independent Financial Advisors Reach Their Fu...
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

New blog articles detected.

  • Tax Tip: Review Client Tax Returns
    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 The post Tax Tip: Review Client Tax Returns appeare...
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

New blog articles detected.

  • Tangible Value for Your Hard Work
    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 The post Tangible...
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

New blog articles detected.

  • Consider This: The Best of Both Worlds
    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 The post Consider This: The Best of Both Worlds appeared...
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

New blog articles detected.

  • Independent Financial Advisors – Assistance Getting Started
    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 The post Independent Financial Advisors – Assist...
  • Turnkey Office Space for Independent Financial Advisors Adjacent to Cutter & Company Headquarters
    Exceptional quality and fully furnished office space, set up and ready for independent financial advisors, is now available next to Cutter & Company’s headquarters in West St. Louis county. This is a great opportunity for financial advisors looking for an independent relationship – or for current independent advisors seeking an upgrade. The 2,400 square feet... Read the full article The post Turn...
  • The Quest to Keep More of What You Earn
    A lot has been made about recent moves by large mutual fund companies and discount brokers to cut fees on Exchange Traded Funds (ETF). Fidelity, Schwab and Vanguard are in the midst of an ETF price war that has the effect of making these passively managed index-type funds less expensive for investors to own. For... Read the full article The post The Quest to Keep More of What You Earn appeared fi...
  • Opportunity for Independent Financial Advisors: Do What Technology Cannot
    Ready or not, the age of the robo-advisor is at hand. Algorithm-driven, automated, online portfolio management is expected to handle $2.2 trillion in assets by 2020 in the United States. That is up from an estimated $50 billion in 2015, according to information provided by Bloomberg. Is this breathtaking trend a threat or an opportunity... Read the full article The post Opportunity for Independen...
  • Fiduciary Rule – What Independent Financial Advisors Need to Know
    With the Department of Labor’s (DOL) new fiduciary standard rule on course to begin taking effect April 10, 2017, financial advisors and brokerages across the country are considering what it would mean to their businesses. Barring court action blocking it, and there are multiple law suits filed in various jurisdictions attempting to do so, the... Read the full article The post Fiduciary Rule – Wh...
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

New blog articles detected.

  • College Savings Month Contest
    Here is something financial advisors can pass along to their clients. Missouri MOST is sponsoring a contest for Missouri students in grades 3-8 that offers a $1,500 prize in their 529 College Savings program for the winner. Contest ends at the end of September – so go to this website if you want to learn... Read the full article The post College Savings Month Contest appeared first on Cutter & Co...
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post
Cutter & Company, Inc.
Cutter & Company, Inc.
Blog Post

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