Private Client & Wealth Management

SIFMA’s Private Client & Wealth Management committees advocate on legislation, regulation and business policy that supports investor protection.

The Future of Investment Advice: Voice of Investor Satisfaction, Trust, and Advocacy (VISTA) Study

The investment industry is and always will be built on trust. Good news: eight in ten investors today express satisfaction with the industry, and roughly seven in ten have trust in it, according to the 2025 Voice of Investor Satisfaction, Trust and Advocacy (VISTA) study from KPMG LLP and SIFMA. Importantly, the traditional advisor-supported model remains a gold standard reflecting decades of relationship building and ethical conduct.

Related Resources

Committee Guide

View Private Client & Wealth Management Councils and Forums

Download Guide

Private Client Business Roundtables

SIFMA hosts a series of roundtables for wealth management professionals for specialized roles and issues before the industry. Contact us to learn more.

SIFMA SmartBrief: Wealth Management Edition

The smarter way for wealth management professionals to stay on top of industry news and trends.

Subscribe Now

Contact

Lisa Bleier

Managing Director and Associate General Counsel, Head - Wealth Management, Retirement and State Government Relations, SIFMA

Melanie Campora

Vice President, Private Client Services, SIFMA

Marin E. Gibson

Managing Director and Associate General Counsel, SIFMA

John Maurello

Managing Director, Private Client Services, SIFMA