News, Comment & Analysis results for Broadridge Financial Solutions
Digital Digest: The Latest Tech News – RISR, Modern Wealth Management, FINNY, Broadridge
The latest technology news in the wealth management sector from around the world.
SS&C To Acquire Global Funds Network In $1.0 Billion Deal
One of the largest banking and wealth sector technology firms – based in the US – has agreed to
Summary Of North American Moves In Wealth Management – May 2025
In a month of moves and changes, one announcement – not unexpected – stood out. Warren Buffett,
Who's Moving Where In Wealth Management? – Broadridge, Raymond James, Equitable Advisors
The latest moves, appointments and personnel changes in North American wealth management.
Legacy Tech Is Potential Wealth Sector Vulnerability – Study
Broadridge, a New York-listed firm, makes the case for "data harmonization" in its new report on
AI's Cost-Cutting Promises Grab Financial Sector Attention
In another look at the different ways that banks, wealth managers and family offices are using AI,
A New Cybersecurity, Resilience Regime With Global Impact – DORA
New European Union legislation took effect this month that is designed to make financial
Evolving AI Use Cases In Wealth Management – The View From Broadridge
From AML controls to personalizing the client experience, the use cases for AI are hot topics for
Broadridge, Salesforce Tap Advisor Hunger For Automation
Broadridge told FWR that it aims to capitalize on advisors' need to save time on manual tasks so
Global Tech Study Reveals How Financial Firms Grapple With AI, Cybersecurity, Training
The study reflects the attitudes toward digital technology present in sectors including private