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 […]
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 […]
Boston, MA – January 3, 2024 – Nicsa, a leading Association in support of the asset and wealth management industry, recognizes eight new Committee Chairs. These individuals help lead the nonprofit’s work to advance leading practices across a wide spectrum of industry business lines and professionals. Nicsa’s committees are open to all employees of member firms and […]
Participants at Nicsa’s 2023 General Membership Meeting explored what’s driving the diverse landscape of alternative assets, from private equity to venture capital, hedge funds, and beyond. The session, What’s Driving the Alts Landscape, took a deep dive into the untapped opportunities that alts can offer. York Lo, Head of Alternative Product and LLCs, John Hancock […]
The Power of AI Awakens in Asset and Wealth Management
A recent panel discussion at Nicsa's 2023 General Membership Meeting, Unveiling the Power of AI, delved into the transformative impact of Artificial Intelligence (AI) on the asset and wealth management industry and the unique dynamics at play, giving rise to this technological wave. The panel was moderated by Matt Labovich, US Data Analytics and […]
Nicsa’s GMM Explores the Convergence of Wealth & Retirement
Nicsa’s 2023 General Membership Meeting featured an insightful panel discussion focused on the evolving relationship between the wealth management and retirement industries. Moderated by Bing Waldert, Managing Director, U.S. Research, Cerulli Associates, the panel featured Kevin Murphy, Senior Vice President, Head of Workplace Retirement Distribution, Franklin Templeton, Jania Stout, Senior Vice President, OneDigital | Retirement […]
Overview: Nicsa’s 2023 General Membership Meeting kicked off with an eye-opening keynote: Mutual Funds 2030: Rising Expectations, led by PwC’s Peter Finnerty and Declan Byrne, Mutual Funds Practice Leader and Research & Analytics Leader, respectively. The session explored how expectations from investors, employees, regulators, and society as a whole have drastically increased through the pandemic, […]
Nicsa's 2023 General Membership Meeting offered a look into the advisor landscape and the shifting intermediary marketplace. Broadridge’s Tim Kresl and Columbia Threadneedle Investments’ Jim Bumpus, Head of Intermediary Markets, discussed key trends. With the increasing product complexity and evolving investor expectations, advice models are being reshaped. The session’s audience included executives from across the […]
