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 […]
How AI Powers Entrepreneurs in Asset & Wealth Management
In an engaging session at Nicsa’s 2024 Asset & Wealth Management Summit, Brian Moran, CEO and Founder of FLX Networks, shared an inspiring “Entrepreneur's Story." Moran took the audience on a deep dive into how AI is fueling transformative growth. He identified industry inefficiencies and the need for innovation to revolutionize industry practices. Moran highlighted […]
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 […]
A Guest Blog by BlackRock | Diversity Project North America Member Neurodiversity in the workplace -- different ways of thinking, learning, perceiving the world, processing information, and interacting with others -- helps organizations thrive, as such an inclusive workforce can improve creativity, innovation, and problem solving. October is National Disability Employment Awareness month, and this […]
Product & Distribution Committee Talks with Cerulli
A Guest Blog by Nicsa's Chairman and Chair of Product & Distribution Committee If you’re like me, you strive to not only stay on top of industry trends, but anticipate them. Doing so allows for nimble and strategic business planning, and benefits me, my team, and my firm. It’s not an easy task, but it […]
Nicsa Honors Industry Leaders with 2023 NOVA Awards
Boston, MA – October 23, 2023 -- Nicsa, a leading asset and wealth management industry association, is proud to announce the winners of the 2023 Nicsa NOVA Awards, which recognize excellence in innovation and leadership. The 2023 award winners are as follows: President’s Awards Chuck Gallant, Director, Digital and Data Strategy, BNY Mellon Kirsten Pickens, […]
