A new personal rate of return metric has been introduced, showing that main street investors are expected to earn 13.5% in 2024, compared to 25% for the S&P 500 and 1.3% for the Bloomberg Aggregate Bond Index. The Investor Pulse report reveals that investors are increasingly combining professional advice with do-it-yourself strategies, with those who seek advice holding twice the investment assets of those who manage their investments independently. Broadridge has made significant strides in providing transparency into the investment behaviors of everyday investors, making this valuable data publicly accessible.
Market elements like new technology and changes in global politics are pushing companies to get ready for major changes. According to a report from Menlo Park, California, on March 11, 2025, businesses around the world are facing fast changes. Companies that see themselves as innovators act differently than those that feel threatened by potential disruptions.
BR's active growth strategies and efforts to benefit shareholders are impressive. Nevertheless, the tough competition in the market poses a significant challenge.
On February 25, 2025, Broadridge Financial Solutions, Inc. (NYSE: BR) announced that it will take part in three upcoming investor events. Two of these events will feature discussions with management, which can be accessed on Broadridge's Investor Relations website at www.broadridge-ir.com.
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On February 24, 2025, in New York, London, and Copenhagen, Nordnet Bank AB announced that it has started using a new international shareholder disclosure solution from Broadridge Financial Solutions, Inc. This move is part of their compliance with the updated Shareholder Rights Directive (SRDII). Quincy Curry, the Director of Securities Brokerage at Nordnet, emphasized their dedication to promoting shareholder democracy in the financial services sector.
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Broadridge is helping Upvest improve how shareholders interact by providing better transparency, which supports the modernization of corporate governance. On February 12, 2025, Broadridge Financial Solutions announced a new global agreement with Upvest to enhance their proxy voting and shareholder disclosure services. Demi Derem, a senior vice president at Broadridge, expressed excitement about being selected as Upvest's partner for these services.
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NYFIX Matching is the first tool for post-trade matching that includes messaging features, which helps with compliance, transparency, and resolving trade issues. On February 4, 2025, Broadridge Financial Solutions Inc. announced a partnership with Symphony to enhance communication between asset managers and brokers. This integration allows asset managers to use Symphony's secure messaging platform to communicate directly with brokers, improving the resolution of post-trade discrepancies.