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Even as we keep our distance, we can stay more connected. To understand how technology has reshaped the wealth management landscape, we surveyed more than 1500 investors across two separate studies. We found that digital experiences are driving meaningful interactions and creating new opportunity for advisors—even amid adverse economic conditions.
60% of all investors say they want to hear from their advisor more often, with Millennials leading the list at 85% and Baby Boomers representing a sizable minority.
More than two-fifths of respondents say they’re most likely to take an investment recommendation on social media from their financial advisor.
From social media and cryptocurrency to “meme” stocks and trading apps, investor behaviors are changing. The question is: Are you ready?
Tap into Broadridge Wealth Management solutions to grow your business. We equip advisors with the technology and innovation needed to deliver a more relevant investor experience, boost performance and optimize day-to-day operations.
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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.