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A Letter to Members from Jim Fitzpatrick, 2025

To the Nicsa Community, I hope 2025 is off to a great start for our members. It’s a privilege to be part of a network offering unique connectivity among industry professionals to better serve clients, support employees, and drive innovation in the asset and wealth management landscape. With over 30 committees covering front-to-back-office business functions, […]
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Nicsa Announces 2025 Rising Stars of the Asset & Wealth Management Industry

Boston, MA – June 5,2025 – Nicsa is pleased to announce the 2025 cohort of its annual Rising Star Program, an awards program aimed at providing mentorship, networking, and career development opportunities to diverse, aspiring leaders in the asset and wealth management industry.   Nicsa’s Diversity Project North America supports emerging leaders with a program that not only […]
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Navigating the Future

If you or someone from your firm is interested in having their voice heard on the ETF dual share class topic, please contact Sarah Walter ([email protected]) to learn more. Nicsa is proud to serve as a catalyst for collaboration across the asset and wealth management industry. As firms navigate a rapidly evolving landscape, we remain committed […]
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Introducing Nicsa's State of Alternative Investments in Asset & Wealth Management Report

Nicsa's The State of Alternative Investments in Asset & Wealth Management report is now available! ...
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Winning with Distribution Intelligence

A Guest Blog by Olmstead Associates Austin Lewis | Head of Client Experience | [email protected] In an era of industry consolidation and intense competition in asset management, the key to leading the market—or falling behind—often comes down to intelligence. Smarter distribution decisions, driven by technology
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Nicsa Announces Volunteer of the Year Awardees

Boston, MA – January 30, 2025 — Nicsa has announced its Volunteer of the Year Awardees, who will be honored at its Strategic Leadership Forum on March 6 in Ft. Lauderdale, FL. Nicsa’s Volunteer of the Year Awards recognize outstanding efforts of members who are dedicated to supporting the mission of the Association, serving the global asset
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Driving Inclusion and Innovation: The Work of Diversity Project North America's Committees

In the ever-evolving landscape of asset and wealth management, fostering innovation through inclusivity is business imperative. The Diversity Project North America (DPNA) is at the forefront of this mission. At the heart of DPNA’s efforts are its committees, each working collaboratively to promote best practices, create meaningful initiatives, and drive lasting change. Here’s how each […]
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Industry Leaders Belski, Pan to Speak at Nicsa’s 2025 Strategic Leadership Forum

Boston, MA – January 14, 2025 – Nicsa, a leading not-for-profit trade association connecting the global asset and wealth management industry, is thrilled to announce an exceptional lineup of speakers for its 2025 Strategic Leadership Forum (SLF), taking place March 5-7 in Fort Lauderdale, Florida. The conference will feature Cheri Belski, Executive Vice President and […]
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Nisca Recognizes Committee Chairs for First Half of 2025

Boston, MA – December 19, 2024 – Nicsa, a leading association in support of the asset and wealth management industry, recognizes its Committee Chairs for the first half of 2025. These individuals will help lead the nonprofit’s work to advance leading practices across a wide spectrum of industry business lines. Nicsa’s committees are open to employees of […]
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Nicsa Promotes Allison Walsh to Executive Director, Head of Membership, Sales & Marketing

Boston, MA – December 3, 2024 – Nicsa, a leading not-for-profit trade association serving the asset and wealth management industry, is pleased to announce the promotion of Allison Walsh to Executive Director, Head of Membership, Sales & Marketing. Ms. Walsh has been an integral part of Nicsa for over five years, demonstrating leadership and commitment […]
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Nicsa Welcomes Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships

Boston, MA – December 3, 2024 – Nicsa, a premier trade association dedicated to fostering innovation and collaboration in the asset and wealth management industry, is thrilled to announce the appointment of Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships.   Ms. Walter brings an impressive track record in financial services and […]
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A Master Class in Onboarding Alts

In a live session "Mastering Alternative Investments: Onboarding & Educating Advisors," asset and wealth management experts shared insights on effectively integrating alternative investments (alts) into financial advisory practices. The discussion, center stage at Nicsa’s 2024 Asset & Wealth Management Summit, focused on democratizing access to alts, the importance of specialized education for advisors, and practical […]
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