Access the latest news, analysis and trends impacting your business.
Explore our insights by topic:
Additional Broadridge resource:
View our Contact Us page for additional information.
Your sales rep submission has been received. One of our sales representatives will contact you soon.
Today, the advisor that doesn’t embrace technology is at risk. In this video, Steve Scruton, Vice President of Broadridge Advisor Solutions, joins a panel at Aite's Digital Revolution to discuss how full-service business models need a digital path that intuitively veers to the advisor when the customer wants personal advice. Steve notes that embracing technology goes beyond bucketing clients into high net worth or mass affluent categories — it means using data to add greater personalization and enhance the value of the advisor and firm.