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Amid this period of ongoing change, with the potential for continued market volatility, Broadridge stands ready to help you navigate what’s next. Our highest priorities are keeping our associates safe and ensuring our ability to serve our clients. View resources.

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The Retail Distribution Playbook

New report details how distribution is evolving and seven actions asset managers can make to adapt.

Our latest report compiles a series of robust research studies to reveal the steps asset managers must take now to secure their future.


Asset managers need to keep pace with the rapidly evolving needs of financial advisors. Advisors are under pressure to grow their book of business and respond to the unique needs of a younger generation of investors. Advisors are demonstrating a growing preference for ETFs and Separately Managed Accounts (SMAs) while ESG products are on the rise.

These converging trends are accelerating transformation in asset management. And they only intensified during COVID-19. Distribution leadership requires a nimble strategy to adapt.

View the Playbook

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