The SIFMA Podcast
The SIFMA Podcast gathers industry leaders, market experts and distinguished guests to discuss critical issues at the intersection of public policy and financial markets.
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In this episode of the SIFMA Podcast SIFMA President and CEO Kenneth E. Bentsen, Jr. sits down with Scott Smith, Director of Advice Relationships at Cerulli Associates, and Lisa Bleier, Head of Wealth Management and Retirement and State Government Affairs at SIFMA. They discuss new findings issued by SIFMA and Cerulli Associates regarding the current landscape of financial planning, namely the increasing desire from investors for personalized comprehensive advice delivered through trusted advisors. They also dive into the proposed DOL fiduciary rule and how it conflicts with the needs of the next generation of investors as laid out in the research.
Date:
February 28, 2024
Type:
Podcasts
International trade and investment in financial services is crucial to U.S. economic growth and job creation. In this podcast, SIFMA's Peter Matheson sits down with Citi's Kimberley Claman and EY's Douglas Bell to discuss why, in an increasingly competitive global economy, it is vital that financial services are integrated into the U.S. international economic strategy.
Date:
September 14, 2021
Type:
Podcasts
Moderated by Rudy Rodriguez, Vice President of Diversity and Inclusion at Ameriprise and Chair of SIFMA’s Diversity & Inclusion Council, this far-reaching discussion with Penny Pennington of Edward Jones and Suzanne Shank of Siebert, Williams, Shank & Co. explores how these leaders model a culture of inclusion from the c-suite.
Date:
July 16, 2021
Type:
Podcasts
In this episode of our Wealth Management Leadership podcast series, SIFMA President & CEO Kenneth E. Bentsen, Jr. sits down with Primerica’s PFS Investments CEO Estee Faranda for a discussion on reaching middle-income investors.
Date:
October 13, 2021
Type:
Podcasts