Distribution Insight Podcasts
Distribution Insight Podcasts
Broadridge
The Hunt for “Influenceability” among Model Users
19 minutes Posted Sep 30, 2020 at 12:00 pm.
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Show notes
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.