The Future of the Independent Broker/Dealer
In this Q&A article, Matt Lynch of Strategy & Resources discusses how the relationship between advisors and their broker/dealers is...
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.