Private Client Conference Debrief, 2018

SIFMA recently hosted its 40th annual Private Client Conference. With two days of presentations, events and meetings, and almost 250 in attendance, we gained insights into top-of-mind topics for market participants. Inside this note, we recap what was seen and heard, including:

  • Today’s Client Experience – Technology Enabled, Built on Trust
  • Fintech Brings Benefits, But Also Increases Risk
  • The Importance of the Financial Advisor Remains Strong
  • Data Aggregation, Best Interest Standards and Other Hot Topics



SIFMA Insights

Katie Kolchin, CFA
Senior Industry Analyst

Private Client Group

John Maurello
Managing Director

Tracy Eichler
Managing Director