

5 Trends that Matter to Advisors that Want to Grow | By Matt Lynch
In this feature article, Matt Lynch discusses how consumer preferences, competitive threats, and compliance and regulatory noise are the dri


S&R at the 2016 Wealth Management Industry Awards
At its second annual event, WealthManagement.com hosted nearly 400 members of the financial services’ industry’s elite on Sept. 29 at the Ma

Matt Lynch on How Advisors can Stand Apart From Robo-Competitors
Matt Lynch, managing principal of Strategy & Resources, LLC, a financial services consulting firm in Dayton, Ohio, said it is a good tim


Matt Lynch Joins Xtiva’s Board of Directors
Xtiva, a leading provider of enterprise compensation solutions for the financial services industry, on March 10, 2016 announced that Matt Ly


Strategy & Resources Helps Advisors at T3 Conference Improve Tech Thinking
Even the most astute advisor can feel overwhelmed walking into a big industry conference, and that can be especially true in exhibit hall fu