The Rise of Hyperpersonalization in Wealth Management
Attendees of Nicsa's 2024 Strategic Leadership Forum explored the evolution of customization in asset and wealth management in a live session titled The Quest for Hyperpersonalization. The discussion highlighted the shift from basic alignment of client needs with solutions to more sophisticated personalized models enabled by technology. The panel was moderated by Laton Spahr of […]
Industry Veteran Marty Flanagan Shares Lessons Learned
Nicsa's 2024 Strategic Leadership Forum offered a retrospective and forward-looking view of the asset and wealth management landscape. Industry veteran Marty Flanagan, Chairman Emeritus of Invesco, was presented with the prestigious Lifetime Achievement Award during the event. The Lifetime Achievement Award honors distinguished executives who, during their lifetimes, have made impactful contributions of outstanding leadership to the […]
Distributors Take a Close Look at the Product Lifecycle
Nicsa members received a detailed look into product lifecycle challenges from the distributor’s point of view during the second day of GMM 2020, held virtually on October 8. Linda York, Senior Vice President of Cogent Syndicated, moderated the event, which featured diverse perspectives from Bank of America, LPL Financial, and Morgan Stanley. Robert […]
Nicsa’s Diversity Project North America Announces Release of D&I Pulse Survey Results
Boston, MA – October 28, 2020 – Nicsa is pleased to announce the release of its 2020 Pulse Survey Report: a pulse check on the perception of diversity, equity and inclusion in the asset management industry. As part of its mission to accelerate D&I in the asset management industry, Nicsa’s Diversity Project North America […]
Nicsa Announces Election of Chairman and Six New Members to its Board of Directors
Boston, MA – October 13, 2020 – Nicsa announced at its 2020 General Membership Meeting the election of Scott Brady, Head of US Product Development & Strategy at Columbia Threadneedle Investments, as Chairman of its Board of Directors. As Chairman, Mr. Brady will preside over the governing body of the Association as well as […]
Nicsa’s “Face the Membership” Session to Feature Two of the Industry’s Most Influential Women
Asset management executives from over 50 firms will gather at Nicsa’s virtual General Membership Meeting to discuss some of the most timely and pertinent topics affecting the global asset management industry. As always, the much anticipated “Face the Membership” session is expected to provide valuable insight into industry trends from the perspective of industry thought […]
Nicsa 2020 General Membership Meeting to Focus on the Path Forward for the Asset Management Industry
Boston, MA – September 28, 2020 — Nicsa’s keystone industry event, its General Membership Meeting, is going virtual this year and features some of the industry’s most influential innovators. The GMM will take place from October 7-9. The General Membership Meeting will bring together industry professionals via a virtual platform to hear dynamic and […]
Sustainability has become a core lifestyle value in recent years, driving demand in the asset management industry for Environmental, Social, and Governance (ESG)-based investment solutions. Nicsa members received updates on both the demand and supply side of the emerging market during a recent Webinar Wednesday event. Dan Bender, Managing Director at EY, moderated the […]
