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Nicsa | Blogs

What We Learned About AI's Impact on Asset & Wealth Management

Nicsa’s Asset & Wealth Management Summit in Boston brought together industry leaders to explore the dynamic role of AI in investment management. Kaushal Vinodchandra Sheth, Chief Architect Officer at GFT delivered a compelling session on the transformative potential of Artificial Intelligence within asset and wealth management. Following are key takeaways from the session, highlighting AI’s […]
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Nicsa | Blogs

Summit 2024: Takeaways from Nicsa’s Powerhouse Panel

Nicsa’s Asset & Wealth Management Summit kicked off with a dynamic session featuring top C-suite executives in the asset and wealth management industry. Moderated by Kevin Mahn, President and Chief Investment Officer at Hennion & Walsh Asset Management, this session dove into the most pressing issues and innovations in our industry today. Panelists  Michelle Fuller, Independent Consultant, formerly […]
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Nicsa | Blogs

Four Thought Provoking Questions About Sales Data

In the asset management industry, harnessing data correctly helps distribution teams boost productivity and improve client engagement, among other benefits. Leaders from Franklin Templeton, Allspring Global Investments, and Morgan Stanley took a deep dive into this topic during a recent session at Nicsa’s GMM moderated by Ben Doob, Head of Market Intelligence at ISS.   […]
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Nicsa | Blogs

Why Customized Service Models Are Here to Stay

Companies like Amazon, Uber, and Airbnb have radically altered customer expectations — and in doing so, they've raised the bar for everyone. As a result, people now expect Amazon-like conveniences across all industries and areas of practice, including financial services. Members of Nicsa explored this phenomenon at their 2022 General Membership Meeting.    A recent […]
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Nicsa | Blogs

Advice from Industry FinTech Experts

It’s one thing to hear about the latest emerging technologies — but entirely another to deploy and manage them across your firm. Leaders from top asset management companies recently showed attendees of Nicsa’s GMM how it’s done, detailing their experiences with new and innovative solutions built to advance firms worldwide.   “Traditionally, we think of […]
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Nicsa | Blogs

Our Most Tangible Takeaways on Fearless Leadership

Guest Blog: DPNA Industry Engagement & Events The Diversity Project North America connects industry professionals to collaborate on the issues and opportunities that are driving DEI in asset management. The Engagement & Events Committee shares findings and ideas with the broader industry community. Recently, the Industry Engagement & Events Committee met to discuss the content […]
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Nicsa | Blogs

Nicsa Elects Five New Members To Its Board Of Directors

Boston, MA – November 2, 2022 – Nicsa announced at its 2022 General Membership Meeting the election of five new members to its Board of Directors.   The new Board members are as follows: Mike Mastroianni, US Head of Relationship Management, SS&C Kelli O'Brien, Director, Citi Charles Rizzo, Chief Operations Officer, Americas and EMEA, Head of Global Fund Administration, John […]
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Nicsa | Blogs

Nicsa Honors its 2022 NOVA Award Winners

Boston, MA -- November 2, 2022 -- Nicsa, a leading asset management trade association, is proud to announce the winners of the 2022 Nicsa NOVA Awards, which recognize excellence in innovation and leadership within the asset management industry. The 2022 award winners are as follows: Outstanding Service to the Fund Industry - Robert L. Gould […]
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