As macroeconomic volatility has led to an influx of investors seeking financial advice, advisers are increasingly looking to next-generation technology such as generative AI to address their marketing challenges and meet the increased personalization expectations of prospects and clients, according to Broadridge Financial Solutions, in its annual financial adviser marketing survey.
In its fifth year, this annual survey evaluates North American registered financial advisers’ sentiment and activities around digital marketing strategies, shedding light on the successes and challenges that advisors are facing. According to this year’s survey, advisers are now more than ever struggling with their marketing efforts due to a lack of time and expertise needed to build a successful strategy, yet many are findi
