Core Insights - Broadridge Financial Solutions has announced a strategic partnership and minority investment in WealthFeed, enhancing lead generation and relationship management for financial advisors through AI capabilities [1][2][3] Group 1: Partnership Details - The partnership integrates WealthFeed's AI prospecting and real-time money-in-motion insights with Broadridge's AdvisorStream marketing platform, enabling advisors to engage investors during key life events [1][2] - Broadridge's investment will support WealthFeed's growth and product development, allowing for improved client acquisition and asset retention [3] Group 2: Technology and Capabilities - WealthFeed's platform will now include Broadridge's financial advisor marketing solution, providing advisors with premium content and automated nurturing tools [2][3] - The collaboration enhances WealthFeed's data set with Broadridge's InvestorView data, offering predictive insights on potential investable assets [2] Group 3: Industry Impact - This partnership reflects Broadridge's expanding partner ecosystem, which includes notable firms like Salesforce and Wix, aimed at accelerating growth in the wealth management industry [4] - The integration of complementary capabilities through Broadridge's open architecture platform allows firms to combine their solutions with third-party fintech innovations [4] Group 4: Upcoming Events - An educational webinar is scheduled for October 15, 2025, focusing on how advisors can find and nurture new clients based on key life and money-in-motion events [5]