Cerulli Associates and Nicsa Host Round Table Among Product & Distribution Asset Managers
The roundtable discussion provided insights into various aspects of the asset and wealth management industry, including market trends, investment vehicles, advisor distribution, and the growth of RIA channels. The discussion explored projected market share of different investment vehicles like ETFs, CITs, and SMAs. Also discussed were alternative investments and platform demand, product development, and the […]
Nicsa Unveils New Asset & Wealth Management Summit
Boston, MA – July 10, 2024 – Nicsa, a trade association connecting all facets of the global asset and wealth management industry, is evolving to better serve the changing needs of its clients by introducing a new Fall event. Nicsa is launching the Asset & Wealth Management Summit in October of 2024, featuring this year's theme: […]
A Post-Pandemic Shift in the Asset Management Landscape
Between vaccine policies, office logistics, and unique threats to mental health, those leading today’s asset management industry often find themselves grappling with serious considerations. Attendees of Nicsa’s Strategic Leadership Forum gained valuable insight on how they can support the transition to the post-pandemic workforce during a session moderated by Gayle Coluccio, Director at Aliter […]
Nicsa Empowers SLF Attendees to Deepen Relationships in a New Age
Those who joined together in Fort Lauderdale for Nicsa’s 2020 Strategic Leadership Forum had no way of knowing they would be attending the last industry conference before lockdown. Soon after returning home, they — along with the rest of the industry — would rise to an unexpected challenge, implementing home office arrangements while working […]
Managing Client Relationships in a Virtual Environment
There’s no doubt that last year’s events caused a paradigm shift in the way we foster meaningful connections with clients and prospects. Despite the challenges, the agile professionals in our industry have found clever ways to adapt to new operating environments. “Wholesalers are leveraging technology more skillfully than they ever have,” said Jeff Duckworth, […]
“Transformation is a popular term these days, and data and technology are certainly foundational to doing it successfully,” EY’s Senior Manager of Wealth and Asset Management Cheryl Boyd told attendees during a panel discussion held virtually for Nicsa’s recent SLF. “As we’ve seen financial services evolve, we’ve seen the leadership positions in the data and […]
If history has taught us anything, it’s that even the largest firms in the asset management industry had to start somewhere. So how can today’s smaller firms follow in their footsteps, gaining market share against the current backdrop of fewer resources and continued consolidation? Attendees of Nicsa’s Strategic Leadership Forum took a deep dive […]
Diversity Project North America 2021 DE&I Perception Survey is Live
The Diversity Project North America 2021 DE&I Perception Survey of the Asset Management industry is live! As part of the Diversity Project North America's continued efforts to advance diversity, equity, and inclusion in the asset management industry, this survey is being conducted with EY to measure the industry’s perception of key diversity, equity, and […]
Nicsa Honors Volunteer of the Year Award Recipients
Boston, MA – March 2, 2021 — Nicsa announced its Volunteer of the Year honorees at the Strategic Leadership Forum last week. Nica’s Volunteer of the Year Awards recognize the outstanding efforts of members who are especially dedicated to servicing the Nicsa community. “Each year, Nicsa recognizes volunteers who have tirelessly committed to furthering our […]
Nicsa 2021 Strategic Leadership Forum to Focus on Foundations for Authentic Engagement
Boston, MA – February 22, 2021 — Nicsa’s Strategic Leadership Forum will take place via a virtual platform from February 24-26 and will feature some of the industry’s most influential innovators. The theme of this year’s SLF is “2021: The Year of the Relationship.” The event will bring together industry thought leaders to explore […]
Nicsa’s Strategic Leadership Forum will take place Feb 24-26. This year’s theme is “2021: The Year of the Relationship”. The program will focus on building foundations for authentic engagement with employees, advisors, investors, and the communities we serve. The virtual conference will feature 15+ hours of educational content covering all facets of the global asset […]
Nicsa president: The themes that will define 2021 in asset management | Article by Fund Intelligence
Trade association president and CEO Jim Fitzpatrick explains why 2021 is 'year of the relationship.' Read the full article from Fund Intelligence here. #PressRelease #DiversityProject #PR-DiversityandInclusion
