Nicsa Plans NYC Event Focused on DEI in Asset and Wealth Management
Boston, MA – May 13, 2024 — Nicsa, a leading global asset and wealth management trade organization, will be hosting its annual Fearless Leadership Symposium in NYC on June 12, 2024. The in-person event will highlight business practices that promote long-term growth in the asset and wealth management industry. The event will bring together industry leaders to […]
Nicsa Announces Final Speaker Lineup for Annual Fearless Leadership Symposium
Nicsa’s Diversity Project North America, an initiative that champions DEI as a strategic business priority within the asset and wealth management industry, is pleased to announce its impressive speaker lineup for its upcoming Fearless Leadership Symposium. The event will be held in NYC on June 12 and is an ideal opportunity to hear from asset […]
Nicsa Announces Kelly Sherrard as Executive Director, Head of Operations and Events
Boston, MA – April 1, 2021 – Nicsa announced the hiring of Kelly Sherrard as Executive Director and Head of Operations and Events. Nicsa is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. Nicsa member firms include […]
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 […]
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 […]
“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 […]
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, […]
