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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 WealthManagement.com where you’ll find additional timely content geared for the board member and senior executive.

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Who are the key stakeholders in determining the technology a firm utilizes, and what impact do the tools an advisor uses have on end client engagement? These questions were at the heart of the panel discussion “Technology, Financial Services and the New Gatekeepers” held October 31, 2107 at the T3 conference in Las Vegas, with a panel including Matt Lynch, managing partner of Strate...

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