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ESG and SMA Usage Primed to Increase as Financial Advisors Service Next-Generation Investor Demand, New Broadridge Study Finds
70% of advisors under the age of 40 use separately managed accounts; 67% use ESG products; 25% of advisors plan to increase their engagement with wholesalers in 2021, showing the changing dynamics in the advisor-wholesaler relationship Broadridge Financial Solutions has released results from an annual survey of 400 financial advisors,…
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