Episodes

  • Transforming the Art and Science of Wholesaling

    Transforming the Art and Science of Wholesaling
    Aug 20 2020
    The Point is the podcast that connects data, analytics, and industry insight to asset management distribution.
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    15 mins
  • The Hunt for “Influenceability” among Model Users

    The Hunt for “Influenceability” among Model Users
    Sep 30 2020
    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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    20 mins
  • Removing the Element of Chance From Client Engagement

    Removing the Element of Chance From Client Engagement
    Dec 16 2020
    Join us for the latest edition of The Point where Kristin Kulik-Peters, Global Head of Digital Client Experience with DWS, lays out the case on why building customer journey maps are critical to the industry’s future.
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    15 mins
  • Truths versus Misconceptions on Generational Differences: How to Improve Client Engagement

    Truths versus Misconceptions on Generational Differences: How to Improve Client Engagement
    Jun 21 2021
    Join Matt Schiffman as he and Jason Dorsey, President of The Center for Generational Kinetics and a leading authority on generational differences, untangle the truth from misconceptions around the generations.
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    20 mins
  • The Point Podcast - Active ETFs: The Next Frontier

    The Point Podcast - Active ETFs: The Next Frontier
    Sep 3 2021
    Join Matt Schiffman as he discusses the future of ETFs with Ed Rosenberg, SVP-Head of ETFs at American Century Investments.
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    19 mins
  • The Point Podcast – Is ESG investing reaching a tipping point?

    The Point Podcast – Is ESG investing reaching a tipping point?
    Mar 10 2022
    Join our latest “The Point” podcast where we interview Jag Alexeyev, head of ESG Insight at Broadridge to answer these questions and more.
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    16 mins
  • The Point Podcast - The Competitive Edge in Asset Management - Part 1

    The Point Podcast - The Competitive Edge in Asset Management - Part 1
    Aug 4 2022
    Join Matt Schiffman and Ben Phillips, Head of Asset Management Global Advisory Services at Broadridge as they discuss the new 'super cycle' in the Asset Management industry and the characteristics that will define the winners and losers.
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    16 mins
  • The Point Podcast - The Competitive Edge in Asset Management - Part 2

    The Point Podcast - The Competitive Edge in Asset Management - Part 2
    Aug 29 2022
    Join Matt Schiffman and Ben Phillips, Head of Asset Management Global Advisory Services at Broadridge as they discuss the new 'super cycle' in the Asset Management industry and the characteristics that will define the winners and losers.
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    16 mins