This week, Jack Sharry talks with Tim Kresl, Managing Principal & Head of US Client Success, and Ashley Wood, Managing Principal in Data & Analytics at Broadridge. Tim specializes in market strategy and quantitative analysis, while Ashley brings a strong background in client engagement and innovative financial solutions. Tim and Ashley team up to help asset managers create more data-driven distribution strategies.

Tim and Ashley talk with Jack about the key findings of the 2025 MMI Investment Advisory Pulse Survey. They discuss the alignment and gaps between asset managers and wealth managers and the rising demand for tax-optimized portfolios. Tim and Ashley also share insights on how technology is redefining the advisor value proposition and how AI is shifting from experimental curiosity to a core business priority.

In this episode:

(00:00) - Intro
(01:38) - Tim’s and Ashley's roles at Broadridge
(05:25) - Tim on the gaps and alignments between asset and wealth managers
(08:19) - Ashley's takeaway from the 2025 MMI Investment Advisory Pulse Survey
(11:12) - The shifting value proposition of financial advisors
(15:00) - Why tax optimization is a priority for wealth managers
(20:11) - The role of technology in managing multiple accounts efficiently
(21:54) - What it takes to manage multi-account, unified managed households
(25:05) - Ashley's key takeaways
(28:59) - Tim's key takeaways
(31:19) - Ashley's interests outside of work
(32:17) - Tim's interest outside of work

Quotes

"From a product perspective, we're actually seeing some alignment in the core needs that asset and wealth managers are expressing. And those really revolve around a couple of key themes: lower-cost solutions and tax-optimized solutions." ~ Ashley Wood

"Financial advisors are shifting from what was once a very investment management-heavy value proposition to being much more holistic financial planning. And holistic financial planning encompasses far more than just portfolio management and investment selection." ~ Tim Kresl

"The primary way that we've seen firms really managing portfolios from a tax-optimized perspective is obviously asset location and more dynamic tax optimization strategies like tax loss harvesting." ~ Tim Kresl

"Wealth managers are increasingly looking to do more with fewer asset manager partners. So, it's about leveraging technology to manage decreasing margins while providing increased customization and scale." ~ Ashley Wood

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