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 […]
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 […]
Strategies for Effective Governance Explored at GMM
A recent panel discussion at Nicsa's 2023 General Membership Meeting, A Confident Board, delved into the strategies for effective governance within the asset and wealth management industry, The panel was moderated by Amy Merrill, Senior Manager, EY. Panelists included Gary Casagrande, Senior Vice President - Head of US Fund Administration, Northern Trust, Joanne Kane, […]
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 […]
Workforce Evolution Across Asset and Wealth Management
Nicsa’s 2023 General Membership Meeting featured a thought provoking, debate-style discussion on the differences between “traditional” and “Next Gen” workforces. The different perspectives on the future of the workforce included moderator Kevin McCord, Sales Manager, National Quality Review, alongside panelists Robert Fox, Senior Manager, Clarendon Partners; Rima Haddad, Vice President, Hedge Fund Financial Reporting, […]
Nicsa’s DEI Study Calls for Further Action from Industry Leaders Amid Uncertain Environment
Boston, MA – November 7, 2023 – The asset and wealth management industry has made meaningful strides on the journey to advance Diversity, Equity, and Inclusion (DEI), but needs to go the distance to deeply integrate their commitments into corporate culture and everyday business decisions according to Going the Distance: Accelerating DEI in Asset and Wealth […]
