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....
Fintech Deployment Woes? Call In the ‘New Gatekeeper’ Team
Who are the key stakeholders in determining the technology a firm utilizes, and what impact do the tools an advisor uses have on end...
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...
Partner and Vendor Decisions: A Checklist of Do’s & Don’ts
Too many advisory firms waste money. We find it helpful to rely upon a defined process when considering a change in vendor relationships...
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...