Advisors' Enduring Struggle | By Matt Lynch

FROM THE APRIL 2017 ISSUE OF INVESTMENT ADVISOR MAGAZINE  (Feature Story)

 

Many advisory firms have hit a crucial stage. Most will not pass to an outside buyer or next-gen advisor. Will your firm endure when you are gone? Matt Lynch offers insights and advice.

 

This article is one in a series that examines trends in the industry and the 3-C's that all financial firms must consider if they are to survive in today's challenging and complex landscape.

 

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Advisors' Enduring Struggle
By Matt Lynch, Managing Partner, Strategy & Resources, LLC., April 2017

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