Broadridge Finl Solutions Inc - BR STOCK NEWS

Broadridge Financial Solutions (NYSE: BR) has been selected by OneDigital Financial Services to enhance its retirement business operations and advisor efficiency. The partnership will implement Broadridge's comprehensive retirement solutions suite, including Data Aggregation, Business Intelligence services, Fiduciary Focus Toolkit, RFP director, Fee Benchmarker, and enterprise proprietary fund scoring solutions.

The implementation will provide OneDigital's advisors with enhanced capabilities such as investment monitoring reports with integrated proprietary fund scoring, improved fund evaluations, streamlined service provider searches, business management reporting, and compliance oversight utilities. Broadridge will integrate with OneDigital's existing systems, enabling custom fund scoring capabilities and branded reporting while supporting business intelligence needs for management and compliance teams.

Broadridge Financial Solutions (NYSE: BR) has announced it will release its third quarter fiscal year 2025 financial results on Thursday, May 1, 2025. The company will host a webcast and conference call at 8:30 a.m. ET on the same day, featuring CEO Tim Gokey and CFO Ashima Ghei.

Investors can access the live webcast and slide presentation through Broadridge's Investor Relations website at www.broadridge-ir.com. For audio access, domestic investors can dial 1-877-328-2502, while international callers can use 1-412-317-5419.

A replay will be available through May 8, 2025, accessible via the same website or by calling 1-877-344-7529 (US) or 1-412-317-0088 (international) using passcode 5545669.

Broadridge Financial Solutions (NYSE: BR) has successfully completed a collaboration with Fnality to enable real-time settlement for intraday repo transactions. The partnership demonstrates interoperability between Broadridge's Distributed Ledger Repo (DLR) platform and Fnality's Payment System (FnPS), utilizing blockchain technology and digital representation of central bank funds.

The collaboration aims to deliver real-time delivery versus payment (DvP) settlement, bringing enhanced efficiency, liquidity, and risk reduction to financial markets in both the U.S. and Europe. This development addresses the industry's growing demand for faster and more secure settlements while supporting Broadridge's expansion of its DLR client base in Europe.

The initiative aligns with Fnality's plans to extend its regulated DLT-based wholesale payment system beyond the UK, with the U.S. as a priority market.

Broadridge Financial Solutions (NYSE: BR) has launched Broadridge Digital Assets Solutions to help financial institutions scale their digital asset strategies while ensuring regulatory compliance. The solution includes ClearFi, introduced in October 2024, which aggregates data from hundreds of sources to provide transparent information about digital assets.

The platform bridges traditional finance (TradFi) and decentralized finance (DeFi), serving cryptocurrency exchanges, broker/dealers, wealth managers, digital asset custodians, and investors. According to Mike Tae, Co-President of Broadridge's Investor Communication Solutions Business, the solution aims to democratize investing by providing better access and understanding of digital assets.

The initiative addresses growing demand for disclosure and governance solutions in cryptocurrency and tokenized assets, helping investors access both on-chain and off-chain information about digital assets, including cryptocurrencies, stable coins, and DeFi innovations.

Broadridge Financial Solutions (NYSE: BR) has released its fifth annual Digital Transformation & Next-Gen Technology Study, revealing significant trends in financial services technology adoption. 80% of firms are making moderate-to-large investments in AI this year, with 72% specifically investing in GenAI, up from 40% in 2024.

The study highlights that 41% of executives feel their technology strategy isn't moving fast enough, while 46% believe legacy tech is hampering resiliency. Firms plan to allocate 29% of their total IT spend to technology innovation over the next two years, a seven percentage point increase from last year.

Key findings include:

• 71% of firms are making major investments in blockchain and DLT, up from 59% in 2024
• 64% are making significant cryptocurrency investments, up from 51% in 2024
• 86% of firms are integrating cloud technology
• 58% identify data harmonization as important for maximizing ROI
• 40% admit to having data quality issues

Broadridge Financial Solutions (NYSE: BR) has launched an interactive version of its Investor Pulse tool, providing public access to analyze investment behavior of nearly 50 million U.S. retail investors. The tool now includes a new personal rate of return metric, revealing main street investors' return for 2024 at 13.5% compared to 25% for S&P 500 and 1.3% for Bloomberg Aggregate Bond Index.

Key Q4 2024 findings show retail investors achieved a 0.7% median rate of return versus 2.4% for S&P 500 and -3.1% for Bloomberg Aggregate Bond Index. Male investors outperformed females (1.0% vs 0.4%) due to higher equity allocation. The data reveals a growing trend in DIY investing, with 24.1% of all assets now invested through self-directed platforms, though advisory channels still maintain the majority share.

The tool offers demographic filtering by region, age, gender, and education level, enabling detailed analysis of investor subsegments and custom peer group benchmarking.

A comprehensive global study reveals that only 15% of organizations identify themselves as disruptive leaders, while 75% anticipate business model changes within three years. The second annual Global Board Governance Survey, conducted by Protiviti, BoardProspects, and Broadridge Financial Solutions, surveyed over 1,800 board members and executives in Q4 2024.

The study categorizes organizations into distinct groups: 34% are disruptive aspirants, 25% are both disruptors and at risk, 16% are agile followers, and 7% are slow to respond to disruption. Notably, 77% of disruptive leaders express confidence in handling disruptions, compared to only 28% of slow-responding organizations.

The survey also highlights the role of generative AI as a key indicator of disruption readiness, with 72% of disruptive leaders viewing it as an opportunity, while over 40% of disrupted organizations see it as a risk.

Broadridge Financial Solutions (NYSE: BR) has announced its participation in three major investor events in March 2025. CEO Tim Gokey will lead a fireside chat at the Raymond James Institutional Investors Conference in Orlando on March 3 at 3:25 PM ET. CFO Ashima Ghei will host individual investor meetings at the Morgan Stanley Technology, Media & Telecom Conference in San Francisco on March 4, and conduct a fireside chat at the Wolfe Research FinTech Forum in New York City on March 11 at 1:40 PM ET.

The fireside chat sessions will be accessible through Broadridge's Investor Relations website at www.broadridge-ir.com.

Broadridge Financial Solutions (NYSE: BR) has been recognized in the Chartis Research Buyside Platforms 2024 Rankings, earning awards in the Outsourced Operations and Managed Services categories. This recognition underscores Broadridge's role in providing essential technology and managed services to buy-side firms, aiding in operational transformation and innovation.

Mike Sleightholme, Head of Asset Management and President of Broadridge International, stated that the awards validate Broadridge's commitment to delivering solutions that simplify complexity, unlock growth opportunities, and drive efficiency. Chartis Research highlighted Broadridge's momentum in the buy-side market, with a top 15 placement reflecting the depth and breadth of its solutions supporting diverse activities across operations and execution.

Broadridge's investment management platform integrates front-, middle-, and back-office technology and services, streamlining workflows and enhancing agility, scalability, and operational excellence. Its managed services accelerate digital transformation and optimize efficiency across all operational facets.