WE MOVED! Not far, just next door. Please follow us at @CutterWealth, our original handle.
MOVED to @CutterWealth
Joined April 2018
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HELLO FOLLOWERS!!! We have moved in the Twitter-verse to @CutterWealth, due to a slight social media reorg. Please ensure that you do a new search for @CutterWealth and click to follow. Thank you!
LPL acquisition of AdvisoryWorld brings talent, front office tools, and strong API library to improve client and advisory digital experiences. wealthmanagement.com/technol… #digital #wealthtech
Thanks @InvestCloud for the support here. Great discussion on #clientcommunications.
How you communicate with a client is all about their preferences...not yours. Check out CEO @JohnInvestCloud's panel discussion at @CutterWealth on how #digital is changing the face of #clientcommunications. youtube.com/watch?v=wVQLD1fr…
What’s behind BlackRock’s $123M stake in Envestnet? financial-planning.com/news/…
Big news here and expect tighter integration between BlackRock and Envestnet to move rapidly. --- BlackRock takes equity stake in Envestnet investmentnews.com/article/2… via @newsfromIN
Bold statement .... Morgan Stanley Says New Advisor Platform Gives It a “4-Year Head Start” on Competitors wealthmanagement.com/technol…
WE MOVED - follow at a new @CutterWealth retweeted
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
WE MOVED - follow at a new @CutterWealth retweeted
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
One of the biggest threats to wealth firms -- A Tale of Two Firms: LPL, Capital Forensics Address Data Breach wealthmanagement.com/industr…
Thanks @InvestCloud and @JohnInvestCloud !!! Great having you.
.@JohnInvestCloud on how #digital is driving wealth firms to demonstrate greater flexibility and responsiveness in their client reporting and client communications. @CutterWealth #CutterWealth
Thanks @quovo !!
Quovo's VP of Sales Chris Aronis discussing how account connectivity technology enhances #wealthmanagement at the Cutter Associates Meeting. Thanks for having us, @CutterWealth!
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.
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.
Great panel discussion on #ClientCommunications with @westwood_group, @AB_insights, @Addepar, @InvestCloud and @simcorpcoric
WE MOVED - follow at a new @CutterWealth retweeted
Cutter Associates Acquires MyPrivateBanking, a Global Wealth Management Research Firm. ow.ly/XebR30mD3vi
"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.
We're excited to announce that Cutter Associates has acquired MyPrivateBanking, a Global Wealth Management Research Firm. ow.ly/XebR30mD3vi
Our inaugural #wealth event is underway! Lots on the agenda today. #Digital Strategy, Framework for the Future, #ClientCommunications, #AccountAggregation.
Delighted to see the team from @SSCTechnologies, @SSCAdvent with us today in NYC. Be sure to stop by their booth to see what's new. #fintech #accountaggregation #clientcommunications @CutterAssociate
