What do wealth firms want from asset managers right now? The answer is increasingly aligned but with key differences.

At the MMI Annual Conference in Washington, DC, Ashley Wood of Broadridge shared insights from last year’s survey conducted by MMI and Broadridge across more than 140 firms.

Active ETFs continue to lead as the top area of expected growth, followed by private markets and alternatives. At the same time, wealth managers are placing greater emphasis on tax efficiency, cost, and customization.

While asset and wealth managers are aligned on key growth areas, demand for customized solutions like direct indexing is more pronounced among wealth managers. Watch the full conversation now.