Priorities for Private Wealth Management

Priorities for Private Wealth Management

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Publish Date:
30 August, 2022
Category:
Wealth Management
Video License
Standard License
Imported From:
Youtube

Explore the foremost issues and initiatives before the private client and wealth management industry in this discussion with leaders from SIFMA’s Board of Directors.

Kenneth E. Bentsen, Jr.
President and CEO, SIFMA

Ken Cella
Principal, Branch Development, Edward Jones
Vice-Chair, SIFMA Board of Directors

Michael Durbin
President, Fidelity Institutional, Fidelity
Chair, Private Client Wealth Management Subcommittee, SIFMA Board of Directors

To view more from the event, please visit: https://events.sifma.org/private-client-conference