WE MOVED - follow at a new @CutterWealth @CutterWealth1

WE MOVED! Not far, just next door. Please follow us at @CutterWealth, our original handle. cutterassociates.com/wealth MOVED to @CutterWealth Joined April 2018

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

LPL acquisition of AdvisoryWorld brings talent, front office tools, and strong API library to improve client and advisory digital experiences. wealthmanagement.com/technology/lpl… #digital #wealthtech

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

Thanks @InvestCloud for the support here. Great discussion on #clientcommunications.

InvestCloud Inc. @InvestCloud

7 years ago

Thanks @InvestCloud for the support here. Great discussion on #clientcommunications.

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

What’s behind BlackRock’s $123M stake in Envestnet? financial-planning.com/news/blackrock…

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

Big news here and expect tighter integration between BlackRock and Envestnet to move rapidly. --- BlackRock takes equity stake in Envestnet investmentnews.com/article/201811… via @newsfromIN

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

Bold statement .... Morgan Stanley Says New Advisor Platform Gives It a “4-Year Head Start” on Competitors wealthmanagement.com/technology/mor…

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Cutter Associates @CutterAssociate

7 years ago

Join us on November 29 for the last CutterCast of 2018, Supporting Portfolio Construction and Optimization. Members will be discussing the organization, tools, and processes they use for specific and multiple asset class investments. ow.ly/pCv230mmhqa

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Helen Yu @YuHelenYu

7 years ago

Chasing the #Digital Dream: #Gartner finds that among the 64% of #Banking consumers who use digital offerings, 51% still prefer to deal with #humans. #Fintech @psb_dc @alvinfoo @UrsBolt @SpirosMargaris @JimMarous @antgrasso @helene_wpli bit.ly/2D5Muqx via @FinancialBrand

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

One of the biggest threats to wealth firms -- A Tale of Two Firms: LPL, Capital Forensics Address Data Breach wealthmanagement.com/industry/tale-…

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

Thanks @InvestCloud and @JohnInvestCloud !!! Great having you.

InvestCloud Inc. @InvestCloud

7 years ago

Thanks @InvestCloud and @JohnInvestCloud !!! Great having you.

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

Thanks @quovo !!

Quovo @quovo

7 years ago

Thanks @quovo !!

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

Our afternoon panel is underway talking #accountaggregation. Thanks for the insights @quovo, @Yodlee, and @PCRinsights. And of course to our very own @StorrsM for moderating.

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

Big thanks to the @Convene team for helping host leading wealth management firms and fintech firms at their downtown NYC location. Great facility and great team to work with.

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

Great panel discussion on #ClientCommunications with @westwood_group, @AB_insights, @Addepar, @InvestCloud and @simcorpcoric

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Cutter Associates @CutterAssociate

7 years ago

Cutter Associates Acquires MyPrivateBanking, a Global Wealth Management Research Firm. ow.ly/XebR30mD3vi

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

"Your e-device makes you 'an economy of one' - the data it generates is very valuable". @SheridanFinTech from @VestigoVentures shedding insights on disruptive technology in the financial services industry.

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

We're excited to announce that Cutter Associates has acquired MyPrivateBanking, a Global Wealth Management Research Firm. ow.ly/XebR30mD3vi

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WE MOVED - follow at a new @CutterWealth @CutterWealth1

7 years ago

Our inaugural #wealth event is underway! Lots on the agenda today. #Digital Strategy, Framework for the Future, #ClientCommunications, #AccountAggregation.