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

 

 

Author

SIFMA Insights
Katie Kolchin, CFA