2023 Private Client Conference

Pre-Conference Survey Results

Ahead of SIFMA’s 2023 Private Client Conference, we executed a pre-conference survey of attendees and select SIFMA members. We highlight the following:

• Growth, talent management and technology enhancements top the priority list for private client and wealth management this year
• Nearly 90% of respondents are interested in digital engagement practices with retail investors, with 75% noting they are somewhat or significantly more interested since last year
• Cyberattacks far and away topped the list of concerns; not surprisingly, cyber readiness was the second-ranked top-of-mind industry topic
• The first-ranked top-of-mind industry topic, at 60% of respondents, was the transition to T+1 settlement, which is coming fast and furious on May 28, 2024

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Author

Katie Kolchin, CFA

Managing Director, Head of Research