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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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At its second annual event, WealthManagement.com hosted nearly 400 members of the financial services’ industry’s elite on Sept. 29 at the Mandarin Oriental Hotel in New York City. The black tie gala included the presentation of awards to numerous companies for their outstanding achievements in areas such as practice management, technology and innovative new product offerings. Matt L...

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...

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