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Report

The Impact of 2020 on Advice—and Advisors

New survey reveals how advisors will move beyond 2020 and how asset managers can adjust.

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Matt Schiffman LinkedIn Icon
Principal - Distribution Insight
Advisor Survey

This latest in our series of financial advisor surveys reveals how advisors are adapting, and how they are changing their business models in response to market volatility and the pandemic.

The COVID-19 crisis has left an indelible mark on investors, financial advisors and asset management firms. It’s changed advisor needs and expectations, possibly forever. Existing trends, such as the move towards ETFs and SMAs, the greater use of outsourced models and interest in ESG investing have been accelerated. Traditional distribution strategies are no longer viable. Yet, even in the current environment, opportunities exist for asset managers to gain market share. Learn how to connect with advisors and grow market share in this new report.

VIEW REPORT

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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.

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