Cutter Wealth, in collaboration with The Wealth Mosaic, brings you the latest edition of the Wealth & Technology Monthly newsletter that features technology market highlights from across the wealth management sector. We hope you enjoy the highlights from May 2019.Read More
FinovateSpring 2019 (May 8–10 in San Francisco) brought together industry leaders from large financial institutions, community banks and credit unions, fintech solution providers, and tech giants for three days of product demos and insightful discussions on trends affecting the industry.Read More
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.Read More
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.Read More
John Clark, the long-time President of Consulting has been named CEORead More
The Wealth Trends series will initially focus on the industry metatrends of ecosystem convergence, increased automation, and the search for alternative forms of revenueRead More
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.Read More
Download our latest infographic on Managed Data ServicesRead More
Check out the results of our Cutter Member survey around the suite of marketing technology tools being used in the asset management space.Read More
Acquisition further enhances the Cutter Wealth consulting and research platform for wealth management and financial services firmsRead More
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