Distribution Insight Podcasts

The Hunt for “Influenceability” among Model Users


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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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Distribution Insight PodcastsBy Broadridge

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