Distribution teams are evolving – and wealth firms are asking for more specialized support.

At the MMI Annual Conference in Washington, DC, Ashley Wood of Broadridge discussed with FundFire how asset and wealth managers are thinking about distribution investments. While both groups remain aligned on the importance of product specialists and sales enablement, wealth firms are placing a growing premium on alternatives specialists and practice management support over broader generalist coverage.

The message is clear: advisors are looking for deeper, more sophisticated partnership models as client needs become increasingly complex. Watch the full conversation now.