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robo-advising journey

Check out Andy Besheer, Broadridge Advisor Solutions President, on this season of Investment News’ Practice Makeover as he reflects on the pros and cons of going robo.

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Building trust and rapport with clients is key to your success. With Broadridge Advisor Solutions, you’ll uncover new ways to target, network and market more effectively. Achieve more every time you engage clients and prospects—whether through your website, social media, email, newsletters or seminars. It’s the smart way to grow.

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ARTICLE
5 Reasons to Reconsider Your Current VA Compliance Fulfillment Practices
How a new approach can help you reduce your spending, streamline your communications, and keep you competitive.
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"Hedge funds should be focused on two activities: alpha generation and capital raising. They shouldn’t have to be system integrators. They shouldn’t have to worry about whether their technology – be it order management, portfolio management or risk systems – are integrated, and are going to work for them every day.”
- Bennett Egeth, President of Broadridge Investment Management Solutions

Our whitepaper, "Hedge Funds and Their Data: Investing in Operational Excellence and Attracting New Capital," demonstrates how successful funds secure new capital by investing in data management, data aggregation and reporting. Hedge funds are enhancing their data infrastructure to vastly improve their operational workflows to address the increasingly complex regulatory environment. Download now


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A Framework for Strategic Thinking
Whether it’s robo-advising, a planning solution, or anything else, the services you adopt now need to fit with the direction you and your clients want your practice to take in the future.
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Technology and Relationships: Finding the Right Balance
It’s critical to consider not just what you think your clients should want and do, but what they actually will want and do.
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Robo-Advising and Other Services
Being a breakout advisor requires smart strategic thinking and the willingness to ask the tough questions, even if the answers aren’t exactly what you want to hear.
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“For most variable annuity providers, a traditional approach to regulatory mailings can no longer keep up. Consumers are mobile-enabled. Products are increasingly complex. And an ever-changing regulatory environment requires a more agile response. Fortunately a solution is within your grasp.”

Find your low-hanging fruit


Every day you make choices and prioritize your to-do list. You need to ensure compliance, improve the customer experience and find ways to cut costs. Yet there are still quick-hit wins out there. Proven and tested across so many VA carriers, these five ideas don’t require a ten-year plan or significant resources. You can implement many in time to save on your next big mailing.
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Prosper as Breakout Advisor
It’s easy to see why robo-advisors have a place in the market—and why they make some traditional financial advisors so nervous.
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Download Whitepaper
"Hedge funds should be focused on two activities: alpha generation and capital raising. They shouldn’t have to be system integrators. They shouldn’t have to worry about whether their technology – be it order management, portfolio management or risk systems – are integrated, and are going to work for them every day.”
- Bennett Egeth, President of Broadridge Investment Management Solutions

Our whitepaper, "Hedge Funds and Their Data: Investing in Operational Excellence and Attracting New Capital," demonstrates how successful funds secure new capital by investing in data management, data aggregation and reporting. Hedge funds are enhancing their data infrastructure to vastly improve their operational workflows to address the increasingly complex regulatory environment. Download now


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Defining and Driving Success
New solutions like robo-advising can help your firm to get to a variety of destinations, but, without careful consideration, you run the risk of making great time without achieving the goals that are right for your business.
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