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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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April 13, 2017

Financial Planning magazine's Charles Paikert contacted Matt Lynch to get his take on a big announcement made by HighTower.  While Matt acknowledges that the Wealth Trust deal puts HighTower in a new space, he adds that: "Just getting bigger doesn't mean you're better. How can the combination of the two firms accelerate growth? Can the business run more efficiently...

Many advisory firms have hit a crucial stage. Most will not pass to an outside buyer or next-gen advisor. Will your firm endure when you are gone? Matt Lynch offers insights and advice. 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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