The Power of AI Awakens in Asset and Wealth Management
A recent panel discussion at Nicsa's 2023 General Membership Meeting, Unveiling the Power of AI, delved into the transformative impact of Artificial Intelligence (AI) on the asset and wealth management industry and the unique dynamics at play, giving rise to this technological wave. The panel was moderated by Matt Labovich, US Data Analytics and […]
Nicsa’s DEI Study Calls for Further Action from Industry Leaders Amid Uncertain Environment
Boston, MA – November 7, 2023 – The asset and wealth management industry has made meaningful strides on the journey to advance Diversity, Equity, and Inclusion (DEI), but needs to go the distance to deeply integrate their commitments into corporate culture and everyday business decisions according to Going the Distance: Accelerating DEI in Asset and Wealth […]
Miami, Florida - February 18, 2008 - The National Investment Company Service Association (NICSA) announced today that Theresa Hamacher, CFA has been named President of the association, effective March 3, 2008. "NICSA is very fortunate to have Theresa joining the organization," said Peggy Schooley, President of Evergreen Service Company and Chairman of NICSA. "We are […]
McLean, VA, January 29, 2017—NICSA announces the launch of its Strategic Leadership Forum, Disruptors Facing the Asset Management Industry. Leading financial services companies, including asset managers, mutual fund companies, broker dealers, as well as service providers and professional services firms that support the industry converge in Hollywood, Florida to share their insights on shifting paradigms […]
Nicsa Honors Industry Leaders with NOVA Awards at 2019 General Membership Meeting
Washington, D.C. – September 12, 2019— NICSA, a leading asset management trade association, today announced the winners of the 2019 NICSA NOVA Awards, which recognize excellence in innovation and leadership within the asset management industry. Award winners are showcased each year at the NICSA General Membership Meeting and this year will be honored on October […]
Nicsa Releases 2019 Reference Guide for Transfer Agent Compliance Standards
Washington D.C. –April 9, 2019. NICSA announced today the release of the 2019 NICSA Transfer Agent Compliance Guide. The guide provides members of the global asset management industry with a onestop, comprehensive resource of current compliance updates and standards as they relate to the transfer agent function. NICSA’s Transfer Agent Committee, which meets regularly to […]
Leading Asset Management Firms Launch Initiative to Improve Diversity of Financial Services Industry
BOSTON, MA – OCTOBER 2, 2018 – “The Diversity Project,” an initiative focused on increasing diversity within the asset management industry, was launched today in North America by 14 leading financial organizations. NICSA, a non-profit trade association for the global asset management industry, is the sponsor of the Project. The goal of the Diversity Project […]
NICSA Honors Volunteers of the Year at 2019 Strategic Leadership Forum
Washington, D.C. – April 4, 2019—NICSA announced the recipients of its 2019 Volunteer of the Year Awards. Honorees will be celebrated at the NICSA Strategic Leadership Forum held April 3-5, 2019 at the Sawgrass Marriott Golf Resort and Spa in Ponte Vedra Beach, FL. “NICSA’s Volunteer of the Year Awards recognize the outstanding efforts of […]
Nicsa Partners With Diversified Management Resources For Compliance Practices Survey
Boston - August 18, 2004. The National Investment Company Service Association (NICSA) announced today that it is partnering with Diversified Management Resources (D.M.R.) to conduct a survey to confirm the state of the securities industrys preparation for federal securities regulations that require mutual funds and investment advisers to adopt and implement a Compliance Program and […]
NICSA's General Membership Meeting Targets Innovation and Growth
McLean, VA, October 5, 2017—NICSA announces the kick off of its General Membership Meeting, Leveraging Innovation to Drive Growth, on October 5. Leaders in the asset management industry converge in Boston to share their insights regarding developments in innovation and opportunity. Attendees will have access to diverse perspectives from all segments of the industry on […]
Contact: Alyssa Gagen Director of Social Media and Marketing, NICSA 508-485-1500 McLean, VA, August 21, 2014—NICSA, in partnership with Money Management Executive, proudly announces the winners of the 2014 NICSA/NOVA Awards, the Robert L. Gould Award, and the NICSA Lifetime Achievement Awards. These individuals and firms will be honored on September 11, 2014 in Boston […]
Nicsa Announces Investment Industry’s First “transparent” Conference
Marlborough, Massachusetts – September 8, 2008 – NICSA (The National Investment Company Service Association) announced today that it has launched the mutual fund industry’s first “transparent” conference. For the first time ever, the trade association will offer online access to session content for a highly-regarded industry conference, as well as the opportunity to interact with […]
