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: […]
Industry Viewpoints of Broker-Dealers and Asset Managers
Today’s Headlines and Tomorrow’s Trends: A Look at the Industry from the Viewpoints of Broker-Dealers and Asset Managers Nicsa members explored the here and now with an eye toward the future during the 2022 Strategic Leadership Forum (SLF) on March 30. The two-part session gave attendees the perspectives of both broker-dealers and asset managers […]
Nicsa’s Strategic Leadership Forum will take place March 30-April 1 at the Sawgrass Marriott Golf Resort & Spa in Ponte Vedra Beach, FL. Here, thought leaders within the asset management industry will convene to discuss the top issues facing today’s asset management industry, including hiring and retention trends, product and distribution opportunities, DEI priorities, the […]
Nicsa’s SLF to Focus on Looking Forward and Giving Back
Boston, MA – February 3, 2022 — Nicsa’s annual Strategic Leadership Forum, a premier industry event tackling business critical issues facing the global asset management industry, will take place March 30 to April 1 at the Sawgrass Marriott Golf Resort & Spa in Ponte Vedra Beach, Florida. Whether in person or via live-streaming content, participants will […]
Sharing Powerful DEI Tips for Creating Workplace Change
Sharing forward-thinking ideas that help firms advance equitable opportunity and support business results is a crucial mission of the Diversity Project North America. It’s also the impetus behind the Diversity Project’s Next Practices Committee. The Next Practices Committee regularly seeks input from its member firms, as well as from external experts with different perspectives. […]
Sue Herera, “First Lady of Wall Street”, to Headline at Nicsa’s Strategic Leadership Forum in March
Boston, MA – Jan 26, 2022 – One of CNN’s most dynamic thought leaders will address attendees of Nicsa’s 2022 Strategic Leadership Forum, taking place in Ponte Vedra Beach, Florida from March 30 – April 1. Sue Herera, Anchor at Large, has more than 30 years with CNBC. Nicknamed “The First Lady of Wall Street,” […]
A Journey to Be Kept Alive: Harnessing the Power of ID&E in the Financial Services Sector
A Guest Blog by State Street | ALFI Member | Diversity Project North America Member Abdel Hmitti, Senior Vice President, Head of EMEA Private Equity & Real Assets Fund Services Joshua Lovell, Senior Vice President, Head of Global Transfer Agency Operations Every generation faces a new set of social and economic conditions. They […]
