We look forward to seeing you at FSI OneVoice 2023.

As a global Fintech leader, Broadridge is here to help you to be relevant – no matter what comes your way.

You can already see the change. A generational wealth transfer. The fight to retain advisors. You don’t need a trending app – you need a way to constantly stay ahead. Only Broadridge delivers a single, consolidated wealth platform designed to modernize your ecosystem and ensure future success.

Where to Find Us

Tuesday, January 24
9:45 am – 10:15 am

Alternative Investments: Not So Alternative Anymore Meeting Room

Alternative investments are becoming more mainstream and accessible to investors. And “alternatives” no longer means just mean hedge funds and PE – the asset class has expanded to include crypto, commodities, real assets, and many more options. Advisors must educate themselves and be prepared for the questions that will inevitably come from clients. Wealth firms must also support advisors with educational content and streamlined platforms so they can efficiently deliver. Discover how to accomplish these goals with the expert panel.

Panel Includes:

Michael Alexander, President, Wealth Management & Global Managed Services, Broadridge Financial Solutions Inc.

Tuesday, January 24
11:15 am – 12:15 pm

Let’s Get Personal: Delivering Hyper-Personalization in the Advisory Market

The modern investor increasingly desires hyper-personalized investment solutions and advice that closely match individual needs and preferences. Advisory firms want to meet this need and are developing processes and solutions they can customize to deliver more personalized services, but can they do this while maintaining scale and profitability? Can you truly succeed at both? Listen to experts in the industry weigh in on personalization vs. scale and building the right balance.

Panel Includes:

Kevin Darlington, Head of Emerging Wealth Products, Broadridge