Back to General Resources

Talking About the WealthTech Revolution

Appway – As concerns around the COVID-19 pandemic continue to permeate every corner of society, wealth firms have found themselves faced with arguably the steepest tech-learning curve they’ll ever have to navigate.

 

Click here to view the full article

You are about to leave the SIFMA website

SIFMA is not responsible for third party websites

Yes, continue to external site No, remain on sifma.org

More General Resources

Type:

Securities Ownership

Dated: October 14, 2024 This White Paper outlines how you, the investor, ownand hold securities electronically through your broker-dealer, how…

Type:

CPR Claim Prices

This CPR Claim Prices spreadsheet is to be used in conjunction with the CPR claim methodology found in chapter 8…