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Portfolio and Order Management

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Video

Broadridge CEO Rich Daly on Reshaping Financial Services with Technology

Joining fellow panelists including Adena Friedman, President of Nasdaq, Rich discusses how accelerating technological change and stricter regulation are reshaping the financial services industry.

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98%
Retention rate for our clients in wealth management.
$2.4B
$2.4B dollars saved in misallocated revenue for our clients internationally.
257
Clients serviced with custom solutions from our roster of options.
The data on this site is U.S. data unless otherwise stated.

Fund Distribution IntelligenceTM

Unique insights into long-term mutual fund and ETF distribution trends by channel.

Trust assets include both personal trust and some retirement business where the trust company is trustee.

Data Source: Access Data, a Broadridge Company

Latest Distribution Insights

In the first six months of 2017, advisors from independent broker dealers and wirehouse firms added net new assets of $150 billion and $40 billion, respectively into institutionally priced actively managed funds. The majority of these positive flows were the result of conversions out of load funds (share class A, B and C), which decreased by $122 billion and $37 billion from independent and wirehouse broker dealers, respectively.

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