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Welcome to the Executive Roundtable Journal

For many years Strategy & Resources, LLC has been looking for a way to share key learnings, observations and insights gathered from our research, experiences and consulting practice. With the help of the team at Informa / Wealth Management magazine, we brought this quarterly journal to life in 2019. We think it is important to differentiate from other publications by featuring senior executives and board members from leading financial services companies. 

There are many ways for you to get involved if you are a senior executive and/or board member in the financial services industry:

  • Suggest a firm to profile in the form of a case study
  • Contribute your thoughts in the form of a thought leadership piece
  • Participate in an upcoming Catalyst & Connection Day
  • Help fuel industry insights as a survey panelist
  • Join us for one of an upcoming executive roundtable in New York City

Please submit your information on the form located on the front page of each digital issue. We look forward to hearing from you.

Matt Lynch, Editorial Director,
Executive Roundtable Journal

Executive Roundtable Journal Q1 2021

  Executive Roundtable Journal - First Quarter 2021

     Vision Setting for 2021 and Beyond




WMERJ_2009_CVR.jpg  Executive Roundtable Journal - Second Quarter 2020

     Business Decisions and Leadership Skills in the Midst of a Global Pandemic




ERJ-Cover_Q12020.jpg  Executive Roundtable Journal - First Quarter 2020

     Making Good Decisions During Times of Transition




SR-coverQ4-Thumb.jpg  Executive Roundtable Journal - Fourth Quarter 2019

    Advisor Power And The Last Three Feet




SR_DigitalEdition_Q3_thumb.jpg  Executive Roundtable Journal - Third Quarter 2019

   Getting The Most From Your Fintech Investments




SR_DigitalEdition_q2_Thumb.jpg  Executive Roundtable Journal - Second Quarter 2019

    Mitigating Risk, Embarking on Transformational Change, and More




SR_DigitalEditionQ1_Thumb.jpg  Executive Roundtable Journal - First Quarter 2019

   Using the 3 C-Drivers As A Strategic Lens