Chris Perry is president of Global Sales, Marketing and Client Solutions at Broadridge Financial Solutions. Photo acquired August 2019.

Chris Perry

President of Global Sales, Marketing and Client Solutions

Chris Perry is president of Global Sales, Marketing and Client Solutions at Broadridge Financial Solutions.

Client relations

Do you get me? A new tribe of bionic advisors learn the millennial ‘handshake’

The specter of lost trillions in the coming asset transfer is causing wealth managers adapt their strategies to serve mercurial millennials.

By Chris Perry

August 5

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Industry News

Goldman Sachs, Morgan Stanley, Citigroup: How they're deploying tech and what it costs

During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.

By Rachel Witkowski

April 18
Tax

Fighting stubborn racial disparities in homeowner tax subsidies

Experts from the Fed, Intuit and the Urban-Brookings Tax Policy Center explored ideas for more effective ways to advance the goals of the mortgage interest deduction.

By Tobias Salinger

April 18
Retirement

1 in 4 couples disagree over retirement spending priorities

Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.

By Nathan Place

April 18