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 needless costs and frustrations. They provide five tips for change management and vendor selection in the main article, plus a list of do's and don'ts in the form of a check list in the corresponding sidebar article.
FROM THE OCTOBER 2017 ISSUE OF INVESTMENT ADVISOR MAGAZINE (Feature Story)