*Guides & Playbooks

The Era of the Investor

Published on:
April 12, 2018
Issue:

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 Slides

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Presentation Slides: The Era of the Investor (April 2018)

Presentation to SIFMA's 2018 Private Client Conference
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Presentation Slides: The Era of the Investor (May 2018)

Presentation to SIFMA's 2018 Operations Conference & Exhibition

Other Important Links

Resources for Consumers

From Project Invested, a series of explainer articles on data aggregation, social media shareables for financial advisors, helpful videos and more.

Resources for Members

From SIFMA, information on our Data Aggregation Principles and more.

Details

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