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Nicsa | Blogs

A Letter to Members from Jim Fitzpatrick, 2025

To the Nicsa Community, I hope 2025 is off to a great start for our members. It’s a privilege to be part of a network offering unique connectivity among industry professionals to better serve clients, support employees, and drive innovation in the asset and wealth management landscape. With over 30 committees covering front-to-back-office business functions, […]
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Nicsa | Blogs

Nicsa Announces 2025 Rising Stars of the Asset & Wealth Management Industry

Boston, MA – June 5,2025 – Nicsa is pleased to announce the 2025 cohort of its annual Rising Star Program, an awards program aimed at providing mentorship, networking, and career development opportunities to diverse, aspiring leaders in the asset and wealth management industry.   Nicsa’s Diversity Project North America supports emerging leaders with a program that not only […]
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Nicsa | Blogs

Top Insights from Nicsa’s Alternative Investments Keynote

Nicsa’s Asset & Wealth Management Summit featured a deep dive into the growth of alternative investments. The Summit keynote featured expert insights on the integration of alts with traditional asset classes, distribution strategies, advisor education, and expanding access to non-traditional investments, aiming to support growth in alternative asset adoption. Speakers: Doug Krupa, Managing Director and […]
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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

Nicsa Honors Industry Leaders with 2024 NOVA Awards

Boston, MA – October 22, 2024 – Nicsa, a prominent association in the asset and wealth management industry, is excited to reveal the recipients of the 2024 Nicsa NOVA Awards. These prestigious awards celebrate outstanding achievements in leadership and innovation across the industry. The winners of this year's awards are: Lifetime Achievement Satnam Gambhir, Chief […]
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Nicsa | Blogs

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 […]
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Nicsa | Blogs

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 […]
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Nicsa | Blogs

TSR Implementation: Impacts & Outlooks

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 […]
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Nicsa | Blogs

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 […]
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Nicsa | Blogs

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 […]
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Nicsa | Blogs

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 […]
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