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

Too many firms waste money. Here’s how to get fintech and other operational changes done right (the first time). Matt Lynch, Managing Partner at Strategy & Resources, LLC, and S&R Resource Partner Marty Miller, share insights and advice in this feature-length piece in the October issue of Investment Advisor magazine. One key point: Having a clearly defined process can help reduce ne...

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