Priorities for Private Wealth Management

A Conversation from SIFMA’s 2022 Private Client Conference

In this far-ranging discussion, leaders from SIFMA’s Board of Directors explore the foremost issues and initiatives before the private client and wealth management industry including:

• The Premium on Human Advice
• Pairing Investment in Technology with Goals-Based Advice
• The Four Ps: Personalization, Purpose, Private Markets and Portfolio Construction
• Serving Multiple Generations of Investors
• The Rulemaking Agenda: Standard of Care, Digital Engagement Practices, Independent Contractor Classification
• Modernizing the Regulatory Rulebook: Remote Inspection, Remote Testing, e-Delivery
• Retirement Savings Legislation
• And more

About Our Speakers

Kenneth E. Bentsen, Jr. is president and CEO of SIFMA, the leading trade association for broker-dealers, investment banks and asset managers operating in the U.S. and global capital markets.

Ken Cella leads the Edward Jones Branch Development division, which shapes nearly every aspect of the financial advisor and branch office administrator roles. Ken serves on the firm’s Enterprise Leadership Team, which is responsible for providing advice and counsel to the Managing Partner in helping the firm to grow its impact and create value for clients, colleagues and communities, today and in the future.

Michael Durbin is president of Fidelity Institutional, a division of Fidelity Investments that provides proprietary investment and technology products and solutions; clearing and custody services; institutional trading products, services, and execution; as well as insights and expertise to wealth management firms and institutions.

About SIFMA’s Private Client Conference

The 43rd annual SIFMA Private Client Conference brings together executives from across private wealth management in a forum designed to explore the future of financial advice amidst rapidly changing demographics, regulations, and technology. For more coverage from the event, follow SIFMA on Twitter and LinkedIn using the hashtag #SIFMAPCWM and stay tuned for a full post-event debrief from SIFMA Insights.