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What’s the Role of Data in Wealth Management?

Data can help advisors speak to consumers in relevant, beneficial and important ways.

Steve Scruton, President of Broadridge Advisor Solutions, joined a panel at Aite's "Digital Revolution" event to discuss the topic of data as a communications tool for wealth managers. 

He says data will be critical to helping advisors communicate with their clients and will help them exceed service levels. Scruton also says it will be collected from everywhere, not just from financial information, but also from social media and other channels.