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A clear majority of firms now see AI as a key strategic priority moving forward Evolving shift in product preferences across private markets, active ETFs, and separately managed accounts to drive AUM growth over the next two years 87% agree that younger investors require different products and service models NEW YORK , Nov. 21, 2025 /PRNewswire/ -- Asset and wealth management firms are targeting AI-driven innovation, new products, and an enhanced client experience as key drivers of industry growth, according to a new survey from the Money Management Institute (MMI) and Broadridge Financial Solutions, Inc. (NYSE:BR). "As the investment management landscape continuously evolves, our annual survey, conducted in conjunction with Broadridge, demonstrates how asset and wealth management firms are re-writing the playbook," said Craig Pfeiffer, President & CEO of the Money Management Institute.

New integrated solution automates withholding tax relief and reclaims processes, minimizing risk and enhancing compliance across global markets within Asset Servicing NEW YORK and LONDON , Nov. 19, 2025 /PRNewswire/ -- Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, today announced a strategic partnership with Xceptor, a global leader in data automation for financial institutions, to offer a unified digital platform automating the global tax relief and tax reclaim lifecycle. With this partnership, Xceptor Tax will be integrated with Broadridge's Global Tax & Client Reporting Solution to create an end-to-end solution for multi-jurisdictional tax relief-at-source, tax reclaims, and digital regulatory filing.