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NEWS

May 23, 2019
Wealth and Tech Monthly - April 2019

Cutter Wealth is excited to join The Wealth Mosaic in the production of the Wealth & Technology Monthly newsletter that features technology market highlights from across the wealth management sector. We hope you enjoy the highlights from April 2019.

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May 9, 2019
Infographic: US Data Protection Regulation

The volume of data generated, collected, used, and stored is skyrocketing, and it’s only going to increase. We look at state-level initiatives as well as the impact a new federal data protection law could have on financial institutions and the vendors who serve them.

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April 16, 2019
Cutter Associates Announces New Leadership

John Clark, the long-time President of Consulting has been named CEO

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April 3, 2019
Cutter Wealth launches a new online research series, Wealth Trends

The Wealth Trends series will initially focus on the industry metatrends of ecosystem convergence, increased automation, and the search for alternative forms of revenue

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March 22, 2019
Infographic: Managing Benchmark and Index Data

Investment managers are capitalizing on the huge volume of data available today to improve risk monitoring, alpha generation, and customer service. But the data, including benchmark and index data, comes with costs, integration challenges, and quality concerns.

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March 1, 2019
Report: Finovate 2019

Finovate Europe 2019 Highlights Opportunities and Potential Pitfalls in an Increasingly Digital Environment

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February 12, 2019
Cutter Associates Guide to Managed Data Services

Download our latest infographic on Managed Data Services

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December 3, 2018
Top Martech Tools in Asset Management

Check out the results of our Cutter Member survey around the suite of marketing technology tools being used in the asset management space.

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November 15, 2018
Cutter Associates Acquires the Assets of MyPrivateBanking, a Global Wealth Management Research Firm

Acquisition further enhances the Cutter Wealth consulting and research platform for wealth management and financial services firms

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October 4, 2018
2H2018 Research Now Available

Reports include Client Reporting Systems, All-in-One or Standalone Solutions? Finding the Right Technology Strategy, the Business of IT, and Integrating Investment Systems

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