In 2018, Unbundled Solutions will Become the Norm
There is typically one too many intermediaries in the financial services supply chain. This is not ideal for advisors or their clients....
Double Dipping is a Problem: Here's How to Stop Needless Business Drain
Too many firms waste money. Here’s how to get fintech and other operational changes done right (the first time). Matt Lynch, Managing...
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...
Matt Lynch on Recruiting Bank Investment Advisors
It’s admittedly a tough slog finding clients -- and advisors -- in rural areas. Matt Lynch offers tips on how banks can better compensate...
Matt Lynch on the HighTower / Wealth Trust Deal
Financial Planning magazine's Charles Paikert contacted Matt Lynch to get his take on a big announcement made by HighTower. While Matt