A Guest Blog by Olmstead Associates Austin Lewis | Head of Client Experience | [email protected] In an era of industry consolidation and intense competition in asset management, the key to leading the market—or falling behind—often comes down to intelligence. Smarter distribution decisions, driven by technology
Boston, MA – January 30, 2025 — Nicsa has announced its Volunteer of the Year Awardees, who will be honored at its Strategic Leadership Forum on March 6 in Ft. Lauderdale, FL. Nicsa’s Volunteer of the Year Awards recognize outstanding efforts of members who are dedicated to supporting the mission of the Association, serving the global asset
Celebrating Culture: How DPNA Member Firms Honored Hispanic Heritage Month 2024
Each year, from September 15 to October 15, National Hispanic Heritage Month celebrates the rich histories, cultures, and contributions of Hispanic and Latino communities. This period is a time to reflect on the profound influence Hispanic Americans have had on the history of the United States and the world. Many of Nicsa’s Diversity Project North […]
Nicsa Announces New Board Members to Advance Leading Practices in Asset and Wealth Management
Boston, MA – October 14, 2024 – Nicsa, a non-profit trade association dedicated to connecting all facets of the asset and wealth management industry to advance leading practices, is pleased to announce the appointment of several distinguished professionals to its Board of Directors. These new board members bring a wealth of expertise, diverse perspectives, and […]
Nicsa’s recent webinar, The Pulse on Tailored Shareholder Report Implementation, brought together over 290 attendees, highlighting the growing importance of this regulatory change. Moderated by Michael Donowitz, VP of Regulatory Affairs at Broadridge, the webinar focused on the experiences and lessons learned by industry experts as they navigated the first wave of tailored shareholder report […]
Introducing Nicsa's Diversity Project North America 2024 Impact Report: A Tool for Growth and Engagement
Nicsa's Diversity Project North America 2024 Impact Report is now available! This comprehensive report captures our ongoing efforts to promote diversity, equity, and inclusion across the asset and wealth management industry. It highlights key engagements with members, industry leaders, and stakeholders, while showcasing major initiatives that have driven change and impact since our inception. The […]
Keynote Speakers at Nicsa's Asset and Wealth Management Summit
A Deep Dive into the Future of Finance Nicsa's highly anticipated Asset and Wealth Management Summit, set to take place in October 2024, is set to bring together some of the most influential industry voices. Groundbreaking discussions on artificial intelligence (AI) and alternative investments will drive this Summit toward forward-looking conversations on the evolution of […]
Retaining and Promoting Top Talent: Insights from the Diversity Project’s Education & Outreach Committee
Nicsa’s Diversity Project North America's Education Engagement & Outreach Committee is dedicated to widening pipelines of diverse, early career talent into the asset and wealth management industry. In a recent meeting, the committee focused on how to support, retain, and promote that talent. A summary of the results of that Round Table discussion follows. Nicsa’s DEI Perception […]
Building a Positive Workplace Culture: Insights from the Diversity Project North America's Next Practices Committee
Nicsa’s Diversity Project North America's Next Practices Committee is dedicated to supporting its members through best practice collaboration. In a recent meeting, the committee focused on creating healthy, thriving corporate cultures. The committee welcomed Alan Kolp, a distinguished faculty member in residence at Baldwin Wallace University and co-author of several influential works on organizational culture. […]
Nisca Recognizes Committee Chairs for Second Half of FY25
Boston, MA – August 12, 2024 – Nicsa, a leading Association in support of the asset and wealth management industry, recognizes its Committee Chairs for the second half of its fiscal year 2025. These individuals help lead the nonprofit’s work to advance leading practices across a wide spectrum of industry business lines. Nicsa’s committees are open […]
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: […]
