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

September 18, 2017

In this Q&A article, Matt Lynch of Strategy & Resources discusses how the relationship between advisors and their broker/dealers is changing with David Armstrong, Editor-in-chief of WealthManagement.com.

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Matt Lynch will moderate a panel of experts on this topic at the WealthManagement.com Executive Forum on Oct. 11, 2017 at the Plaza Hotel in New York City.

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