Broadridge’s acquisition of iJoin underscores the accelerating convergence of wealth management and retirement services in the workplace. iJoin, once a digital onsite enrollment tool, has evolved into a platform that leverages participant data to drive automated workflows and actionable insights for advisors and record keepers—particularly in IRA rollovers, managed accounts, and retirement income.
By combining iJoin’s data-driven tools with Broadridge’s scale, resources, and cybersecurity infrastructure, the partnership aims to help the industry address long-standing challenges in securely using participant data to power wealth-focused retirement solutions. Advisors are increasingly seeking integrated platforms that unify plan and participant data, and this move positions Broadridge to meet that demand.
As the defined contribution market shifts toward wealth services, firms that successfully integrate data management, technology, and advisor support are expected to lead the next phase of industry growth—while those slow to adapt risk losing relevance.
Read more in Fred Barstein’s article on WealthManagement.com, “Why Broadridge Acquired iJoin.”
