Nicsa’s GMM Explores the Convergence of Wealth & Retirement
Nicsa’s 2023 General Membership Meeting featured an insightful panel discussion focused on the evolving relationship between the wealth management and retirement industries. Moderated by Bing Waldert, Managing Director, U.S. Research, Cerulli Associates, the panel featured Kevin Murphy, Senior Vice President, Head of Workplace Retirement Distribution, Franklin Templeton, Jania Stout, Senior Vice President, OneDigital | Retirement […]
Nicsa's 2023 General Membership Meeting offered a look into the advisor landscape and the shifting intermediary marketplace. Broadridge’s Tim Kresl and Columbia Threadneedle Investments’ Jim Bumpus, Head of Intermediary Markets, discussed key trends. With the increasing product complexity and evolving investor expectations, advice models are being reshaped. The session’s audience included executives from across the […]
Pack Your Bag with Best Practices at the NICSA GMM
NICSA will be back at the Royal Sonesta in Boston this fall! Join us for the annual General Membership Meetingfrom October 11-12 to address the top issues facing asset managers and financial service providers. Hear how firms across the industry are streamlining their businesses through enhanced data analytics, evolving resource allocation, and increased focus on […]
It’s no secret that exchange-traded funds (ETFs) are becoming a significant part of the investor toolkit — and with increased adoption comes innovation. For today’s asset managers, it’s more important than ever to stay up-to-date on the latest trends shaping the ETF landscape. To that end, NICSA members received an in-depth look at ETF product […]
NICSA members enjoyed an update on one of the industry’s fastest-growing initiatives — the Diversity Project North America— during a recent #WebinarWednesday event. Shaelyn Otikor, Senior Vice President, Global Strategy, Corporate & Institutional Services at Northern Trust, moderated the event, which also featured forward-thinking representatives from NICSA and Aon. Jylanne Dunne, VP, Diversity Project North America at NICSA, kicked off the program […]
The Next-Gen Workforce in the Asset Management Industry
The group of individuals we typically classify as the “next generation” is changing. For a long time, the phrase was relatively specific to Generation Y (Millennials), born between 1977 and 1995. But today, Generation Z (Centennials) — or those born after 1995 — are entering the workforce, joining Millennials, Generation X, and Baby Boomers. “Discussions […]
Is the Asset Management Industry ‘Data Driven’ Yet?
When it comes to data and analytics, Lyndsay Noble, Head of Advance Analytics Practice, SS&C, said asset managers should know where to channel their efforts. “When people think about data-driven companies, they often consider what is known as FAANG: Facebook, Apple, Amazon, Netflix, and Google,” Noble said during a breakout session at NICSA’s recent Strategic […]
Two Must-see Keynotes Revealed for NICSA GMM in October
NICSA will be back at the Royal Sonesta in Boston this fall for its annual General Membership Meeting from October 17-18 to address the top issues facing asset managers and financial service providers. Here, NICSA members will have the opportunity to share time with two industry powerhouses: Fidelity’s Carolyn Clancy and Morningstar’s Kunal Kapoor. Upside & Opportunity […]
The Alternative Investments Sector has the Wind in its Sails
Driven by an environment of low interest rates and the quest for return and portfolio diversification, the alternative investments sector has the wind in its sails. With the aim to replicate the UCITS success story in the alternative investments area, Luxembourg has consistently expanded its range of structuring opportunities over the past few years. After […]
We may not be aware of them, but Corporate and Business Development Expert Mona Sabett says our unconscious biases are deeply rooted in our evolutionary pasts. Take the loss aversion bias, identified in 1992 by Amos Tversky and Daniel Kahneman, for example. “That bias says that the pain that we experience from loss outweighs the pleasure […]
NICSA members learned about technological trends poised to transform the asset management landscape and how they can enhance the client experience during the 2018 General Membership Meeting last month. Chuck Gallant, Managing Director at BNY Mellon, moderated the panel, which featured experts from BlackRock, DTCC, and Northern Trust. Barbara O’Malley, Senior Vice President at Northern […]
From OFAC sanctions on Russian oligarchs to the U.S.’s recent withdrawal from the Iran nuclear deal, changes in global politics are making regulatory compliance an increasing challenge for firms. According to Sam Sundera, Regional Manager, West Coast Americas at SIX, there are more than 4,500 sanctioned securities listed across all global exchanges with approximately 135 […]
