AdvisorTarget's data will enhance Broadridge's market intelligence for asset managers.
DC Advisory advised Broadridge, while Broadhaven Capital Partners advised AdvisorTarget in the acquisition.
Broadridge Financial Solutions, Inc. has announced its
acquisition of AdvisorTarget, a company known for providing asset management
and wealth management firms with data products aimed at enhancing digital
marketing, sales, and engagement programs targeting financial advisors.
Offering Global Market Intelligence
This acquisition will integrate AdvisorTarget's advisor
insights into Broadridge's existing data and analytics offerings, which is
expected to help asset managers better target advisors and support their growth
strategies.
Dan Cwenar, Head of Data and Analytics at Broadridge, Source: LinkedIn
Broadridge is a provider of market intelligence for asset
managers, offering insights on retail and institutional fund distribution on a
global scale. The company's data is derived from proprietary business processes.
It combines quantitative and qualitative datasets with
advisory solutions provided by industry experts. This combination allows asset
managers to make strategic decisions, allocate resources effectively, and
accelerate growth.
Dan Cwenar, Head of Data and Analytics at Broadridge, said:
"Our clients will benefit from a more fully integrated, data-driven,
digital marketing and sales offering to achieve sales efficiencies, improve
customer experiences, and enhance sales and revenue opportunities. With growing
pressure on distribution costs, digital marketing programs have taken on a
larger role to help asset managers and others improve engagement with advisors
and identify stronger opportunities."
Acquisition Bolsters Data Capabilities
Duncan MacDonald-Korth, Founder and Head of AdvisorTarget, Source: LinkedIn
AdvisorTarget specializes in collecting advisor behavioral
intent data, assisting asset managers in identifying new advisor relationships
where purchase intent matches product strengths. DC Advisory acted as the exclusive financial advisor to
Broadridge in this transaction, while Broadhaven Capital Partners served as the
exclusive financial advisor to AdvisorTarget.
Duncan MacDonald-Korth, Founder and ongoing Head of
AdvisorTarget, commented: "Not only will this acquisition turbo charge
AdvisorTarget's next phase of growth and perfectly integrate with Broadridge's
market-leading analytics offerings, but it will finally solve the advisor
distribution riddle for our clients. Together, we look forward to creating new
and exciting solutions to accelerate growth for asset and wealth
managers."
Broadridge Financial Solutions, Inc. has announced its
acquisition of AdvisorTarget, a company known for providing asset management
and wealth management firms with data products aimed at enhancing digital
marketing, sales, and engagement programs targeting financial advisors.
Offering Global Market Intelligence
This acquisition will integrate AdvisorTarget's advisor
insights into Broadridge's existing data and analytics offerings, which is
expected to help asset managers better target advisors and support their growth
strategies.
Dan Cwenar, Head of Data and Analytics at Broadridge, Source: LinkedIn
Broadridge is a provider of market intelligence for asset
managers, offering insights on retail and institutional fund distribution on a
global scale. The company's data is derived from proprietary business processes.
It combines quantitative and qualitative datasets with
advisory solutions provided by industry experts. This combination allows asset
managers to make strategic decisions, allocate resources effectively, and
accelerate growth.
Dan Cwenar, Head of Data and Analytics at Broadridge, said:
"Our clients will benefit from a more fully integrated, data-driven,
digital marketing and sales offering to achieve sales efficiencies, improve
customer experiences, and enhance sales and revenue opportunities. With growing
pressure on distribution costs, digital marketing programs have taken on a
larger role to help asset managers and others improve engagement with advisors
and identify stronger opportunities."
Acquisition Bolsters Data Capabilities
Duncan MacDonald-Korth, Founder and Head of AdvisorTarget, Source: LinkedIn
AdvisorTarget specializes in collecting advisor behavioral
intent data, assisting asset managers in identifying new advisor relationships
where purchase intent matches product strengths. DC Advisory acted as the exclusive financial advisor to
Broadridge in this transaction, while Broadhaven Capital Partners served as the
exclusive financial advisor to AdvisorTarget.
Duncan MacDonald-Korth, Founder and ongoing Head of
AdvisorTarget, commented: "Not only will this acquisition turbo charge
AdvisorTarget's next phase of growth and perfectly integrate with Broadridge's
market-leading analytics offerings, but it will finally solve the advisor
distribution riddle for our clients. Together, we look forward to creating new
and exciting solutions to accelerate growth for asset and wealth
managers."
X Open Hub’s CEO, Michal Copiuk, on the developments of AI
X Open Hub’s CEO, Michal Copiuk, on the developments of AI
CySEC’s Chairman, Dr George Theocharides, speaking at the iFX EXPO International 2024
CySEC’s Chairman, Dr George Theocharides, speaking at the iFX EXPO International 2024
CySEC’s Chairman, Dr George Theocharides, speaking at the iFX EXPO International 2024
CySEC’s Chairman, Dr George Theocharides, speaking at the iFX EXPO International 2024
FX and CFDs in Africa: Key Industry Trends | FMAS:24
FX and CFDs in Africa: Key Industry Trends | FMAS:24
As Africa joins the global financial markets, its unique economy fuels forex and CFD trading innovation. Discover growth drivers: tech advancements, regulations, and increased financial education for African traders. See how these factors enhance trading accessibility, transparency, financial inclusion, and opening new investment opportunities. Learn about the digital transformation's impact on trading –the role of technology, social platforms, and automated systems in democratizing market access.
SPEAKER: Christoforos Panagiotou, Africa Regional Manager at Fxview @Fxview
#fmas #fmas24 #fmevents #financemagnates #fintech #technology #onlinetrading #forex #investing #investors
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As Africa joins the global financial markets, its unique economy fuels forex and CFD trading innovation. Discover growth drivers: tech advancements, regulations, and increased financial education for African traders. See how these factors enhance trading accessibility, transparency, financial inclusion, and opening new investment opportunities. Learn about the digital transformation's impact on trading –the role of technology, social platforms, and automated systems in democratizing market access.
SPEAKER: Christoforos Panagiotou, Africa Regional Manager at Fxview @Fxview
#fmas #fmas24 #fmevents #financemagnates #fintech #technology #onlinetrading #forex #investing #investors
📣 Stay updated with the latest in finance and trading!
Follow FMevents across our social media platforms for news, insights, and event updates.
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Asset Allocation & Trading in a Lower Interest Rate Environment | FMAS:24
Asset Allocation & Trading in a Lower Interest Rate Environment | FMAS:24
Traditional investment paradigms shift in a lower interest rate environment, compelling investors to reassess their asset allocation and trading strategies. This scenario prioritizes diversification beyond conventional bonds and equities. Investors should adapt by seeking assets with the potential for higher yields, considering global markets, and employing dynamic trading strategies that leverage short-term market fluctuations, all while managing risk more meticulously to safeguard returns.
SPEAKER: Roger Eskinazi, Managing Partner at Tickmill South Africa
#fmas #fmas24 #fmevents #financemagnates #fintech #technology #onlinetrading #forex #investing #investors
📣 Stay updated with the latest in finance and trading!
Follow FMevents across our social media platforms for news, insights, and event updates.
Connect with us today:
🔗 LinkedIn: https://www.linkedin.com/showcase/financemagnates-events/
👍 Facebook: https://www.facebook.com/FinanceMagnatesEvents
📸 Instagram: https://www.instagram.com/fmevents_official
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Don't miss out on our latest videos, interviews, and event coverage.
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Traditional investment paradigms shift in a lower interest rate environment, compelling investors to reassess their asset allocation and trading strategies. This scenario prioritizes diversification beyond conventional bonds and equities. Investors should adapt by seeking assets with the potential for higher yields, considering global markets, and employing dynamic trading strategies that leverage short-term market fluctuations, all while managing risk more meticulously to safeguard returns.
SPEAKER: Roger Eskinazi, Managing Partner at Tickmill South Africa
#fmas #fmas24 #fmevents #financemagnates #fintech #technology #onlinetrading #forex #investing #investors
📣 Stay updated with the latest in finance and trading!
Follow FMevents across our social media platforms for news, insights, and event updates.
Connect with us today:
🔗 LinkedIn: https://www.linkedin.com/showcase/financemagnates-events/
👍 Facebook: https://www.facebook.com/FinanceMagnatesEvents
📸 Instagram: https://www.instagram.com/fmevents_official
🐦 Twitter: https://twitter.com/F_M_events
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Don't miss out on our latest videos, interviews, and event coverage.
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