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As model adoption rises among financial advisors, it’s important that asset manager distribution teams distinguish between who influenceable and who is not. An advisor leveraging third party models, for example, is likely to be in the latter category. This podcast explores how asset managers are employing data to improve their segmentation.
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Solutions for investment management firms
Broadridge, a global Fintech leader with more than $6 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive digital transformation for our clients and help them get ahead of today’s challenges to capitalize on what’s next.
