EXECUTIVE ROUNDTABLE

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.

Executive Roundtable JOURNAL
Executive Roundtable Journal

INDUSTRY NEWS & ARTICLES

Xtiva Financial Systems (Xtiva), provider of innovative sales performance management tools for financial services firms, announced on November 26, 2016 the launch of its new Strategic Compensation Services. Developed and executed in partnership with Matt Lynch and his management-consulting firm, Strategy & Resources, LLC (S&R), this new service program combines the best capabilities...

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.

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