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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 is a global technology leader with trusted expertise and transformative technology, helping our clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resilience, elevating business performance, and transforming investor experiences.
