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

 

Authors

SIFMA Insights

Katie Kolchin, CFA
Senior Industry Analyst

Private Client Group

John Maurello
Managing Director

Tracy Eichler
Managing Director