THURSDAY, NOVEMBER 5, 2026
1:00 - 1:45 P.M. ET
VIRTUAL
Member Briefing: Insights from the 2026 VISTA Study
Investor Confidence, Evolving Expectations and the Value of Advice
SIFMA and KPMG LLP recently released results of the 2026 Voice of Investor Satisfaction, Trust, and Advocacy (VISTA) Study, Expanding Choices, Enduring Investor Priorities. The findings show that investor satisfaction and trust remain strong, even as technology and new investment opportunities reshape the investing landscape.
Join us for a member-only briefing to explore key findings from the study, including evolving investor expectations, the continued importance of trusted financial advice and what these trends mean for the future of wealth and asset management.
Study Findings
- Investor confidence remains strong, with 83% satisfied with how the financial services industry is meeting their needs.
- Trusted advice continues to matter, with 88% satisfaction among advisor-supported investors.
- Investor expectations are evolving, as younger generations prioritize transparency and interest grows in emerging investment opportunities, including private markets and digital assets.
FEATURED SPEAKERS
KENNETH E. BENTSEN, JR.
President and CEO, SIFMA
SCOTT LIEBERMAN
Principal, US Customer Advisory Leader, KPMG LLP
Agenda
All times in Eastern Time and subject to change.
1:00 P.M. - 1:05 P.M.
Welcome
Kenneth E. Bentsen, Jr., President and CEO, SIFMA
1:05 P.M. - 1:30 P.M.
Insights from the VISTA Study
Kenneth E. Bentsen, Jr., President and CEO, SIFMA
Scott Lieberman, Principal, US Customer Advisory Leader, KPMG LLP
1:30 P.M. - 1:45 P.M.
Q&A
Related Resources
01
2026 VISTA Study
Over 2,100+ U.S. investors were surveyed for the second 2026 Voice of Investor Satisfaction, Trust, and Advocacy (VISTA) study, conducted by KPMG LLP and sponsored by SIFMA.
02
Investor Protection Resource Center
Protecting investors is central to SIFMA’s mission. Every investor – whether saving for retirement, purchasing a home, or investing for the future – deserves access to transparent markets, sound advice, and safeguards against fraud and abuse.
03
SIFMA SmartBrief Wealth Management Edition
The smarter way for wealth management professionals to stay on top of news on the capital markets. Delivered to your inbox every Wednesday.
Useful Information
Registration Questions
Participation is complimentary and for SIFMA members only. Advance registration is required to participate.
Media Inquiries
This briefing is closed to members of the media. All comments are off the record and not intended for distribution in any manner.
Replay
Unable to attend live? An on-demand replay will be available to registered participants.
Access Instructions
Access instructions will be sent from SIFMA. If you did not receive them, please contact us.
Accessibility
It is a priority to make our briefings inclusive and accessible for all. For questions or requests, contact SIFMA Member Relations.
Technical Requirements
This briefing will be hosted on the Zoom Webinar platform. View instructions on joining and participating in Zoom Webinars.