Strategy & Resources LLC ©2019 | Privacy Policy | Cookie Policy




advise firms & develop

actionable plan



implement real,

sustainable change



drive improved performance




technology support



For many years Strategy & Resources, LLC has been looking for a way to share key learnings, observations and insights gathered from our research, experiences and consulting practice. With the help of the team at Wealth Management, we are able to bring this new journal to life through a new digital content channel from where you’ll find additional timely content geared for the board member and senior executive.

Read More G.jpg

As the industry looks ahead to 2017, many executives are concerned about profit margins. The cost of complying with new Department of Labor regulations adds to the inexorable upward march of costs, while new competition from digital advisors (yes, we’re talking about robos) has advisors and service providers worried about fees. Costs up, revenues static or down — it’s your classic m...

In this feature article, Matt Lynch discusses how consumer preferences, competitive threats, and compliance and regulatory noise are the driving forces in advisors’ evolving future. This article is one in a series that examines trends in the industry and the 3-C's that all financial firms must consider if they are to survive in today's challenging and complex landscape.

Following the FPA Major Firms Symposium in Boston, during which Matt Lynch presented a strategy session focused on topics of interest to the broker/dealer and custodian executives attending, eight tenured consultants in the financial services industry gathered to discuss trends, opportunities and challenges facing financial advisors and the larger firms that support them. These exec...

Industry news headlines seize our attention. Week to week, we hear and read about crises and catastrophes that are about to rock your world either now or very, very soon. Can these headlines be both compelling—and irrelevant?  Matt Lynch has some advice -- and a way to filter the informational barrage. This article is one in a series that examines trends in the industry and the 3-C...

Please reload

RSS Feed
Search By Tags
Please reload