Private Client Conference Debrief, 2022

Recently, SIFMA hosted our annual Private Client Conference. With two days of presentations and events and around 200 participants, we gained insights into top-of-mind topics for market participants. Inside this note, we recap just some of what was seen and heard, including:

  • The Industry Outlook – top priorities/themes with survey, post-pandemic changes, new normal for office/branches
  • The Regulatory View – remote work supervision regulations and attracting/maintaining talent
  • The ESG Perspective – a wealth management view of ESG investing, with survey
  • More on Market Themes – digital engagement, technology enhancements, crypto




SIFMA Insights
Katie Kolchin, CFA