SIFMA Chair Lisa Kidd Hunt introduced an industry-wide initiative on data aggregation at SIFMA’s 2018 Private Client Conference. View a replay and slides from her presentation, “The Era of the Investor: With great opportunity comes great responsibility.”
Presentation to SIFMA's 2018 Private Client Conference
Presentation to SIFMA's 2018 Operations Conference & Exhibition
From Project Invested, a series of explainer articles on data aggregation, social media shareables for financial advisors, helpful videos and more.
From SIFMA, information on our Data Aggregation Principles and more.