Morningstar 2015: How Vendors Can Best Serve Advisors

Matt Lynch of Strategy and Resources LLC knows advisors of all kinds well, but when asked if those companies that partner with advisors are doing a good job, he responds by saying “there are great tools available, but are they close enough to the advisor to know how to create leverage” for those advisors with whom they want to partner?

In this video interview from the exhibit floor of the 2015 Morningstar Investment Conference, Lynch concludes that there may well be “at least one too many intermediaries in the supply chain.”


Screen Shot of video interview

View Video:
Morningstar: Matt Lynch on How Vendors Can Best Serve Advisors
By James J. Green, Group Editorial Director, Investment Advisor Group
ThinkAdvisor, August 11, 2015


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Morningstar Investor Conference in Chicago – June 2015

At the Morningstar Investor Conference in June, Matt Lynch sat down to talk with Jamie Green, editorial director of, Investment Advisor and other titles for ALM Media, and got together with financial-services technology expert Joel Bruckenstein, founder of the Technology Tools for Today (T3) conferences.

Joel Bruckenstein and Matt Lynch

Joel Bruckenstein, tech guru, and Matt Lynch, strategy thought leader, catch up while attending the Morningstar Investment Conference in Chicago, June 24-26, 2015.

Matt Lynch and Jamie Green

Matt Lynch, CEO of Strategy and Resources, LLC, talks innovation with Think Advisor editorial director Jamie Green at the Morningstar Investment Conference in Chicago, June 24-26, 2015.