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The Evolving Role of the Advisor in Today's Marketplace

How a hybrid of personal advice, technology and data can make advisors more efficient.

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.