In this episode of The SIFMA Podcast, Heidi Learner, Managing Director and Director of Research at SIFMA, speaks with Andrew Guillette, Vice President at Broadridge, about insights from Broadridge’s Investor Pulse — a data-driven resource built on real investor holdings and activity rather than surveys or sentiment.

In this episode of The SIFMA Podcast, SIFMA President and CEO Kenneth E. Bentsen, Jr. reflects on the recent Member Briefing where he was joined by Scott Anderson, Ph.D., Chief US Economist and Managing Director at BMO and Co-Chair of the SIFMA Economist Roundtable, and Heidi Learner, Managing Director, Director of Research at SIFMA. Together, they unpack key takeaways from SIFMA’s 2025 End-Year Economic Survey.

In this episode of the SIFMA Podcast, Kenneth E. Bentsen Jr., President and CEO of SIFMA, joins Charles DeSimone and Peter Ryan to discuss the critical importance of investor protections in markets for tokenized securities.

In this new episode of The SIFMA Podcast, SIFMA COO Joe Seidel is joined by Lindsey Keljo, Head of SIFMA AMG, and Lisa Bleier, Head of Wealth Management, Retirement, and State Government Relations, to share key takeaways from the Private Markets Valuation Roundtable, including:

• Why private and public markets work best together
• How valuation practices are evolving
• What private markets could mean for retirement savers
• The importance of transparency and investor trust

In this episode of The SIFMA Podcast, we share a replay from SIFMA’s Private Markets Valuation Roundtable. Panelists explore how private assets are allocated and evaluated in retirement and professionally managed accounts, the challenges of valuing private vs. public assets, and best practices for fiduciaries navigating these investments.

In this episode of The SIFMA Podcast, we share a replay from SIFMA’s Private Markets Valuation Roundtable. Panelists explore valuation principles, the guardrails already in place, and common misconceptions about valuing private assets — and discuss how greater transparency around valuation practices can help build confidence and address these misconceptions.

In this episode of The SIFMA Podcast, we feature a replay of the remarks made from SEC Commissioner Mark T. Uyeda.

In this episode of The SIFMA Podcast, SIFMA President and CEO Kenneth E. Bentsen, Jr. reflects on the recent Member Briefing where he was joined by Scott Anderson, Ph.D., Chief US Economist and Managing Director at BMO and Co-Chair of the SIFMA Economist Roundtable. Together, they unpack key takeaways from SIFMA’s 2025 Mid-Year Economic Survey, conducted following the June FOMC meeting.