• SS&C sees independent broker-dealers as an underserved growth opportunity for asset managers, particularly in managed accounts and evergreen alternatives.
• Independent broker-dealer advisors received 25% fewer meeting requests than employee broker-dealer advisors, according to research conducted with Horsesmouth.
• Outreach converted to in-person meetings at 21% for independent broker-dealers, compared with 23% for employee broker-dealers.
• Improving technology integration and more formalized supervisory offices could expand adoption of investment solutions and improve asset managers’ access to advisors.
• Diverse advisor business models complicate distribution strategies, requiring targeted outreach and a stronger understanding of advisors’ investment processes.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SS&C Technologies Holdings Inc. published the original content used to generate this news brief on October 23, 2026, and is solely responsible for the information contained therein.