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 […]
Overview: Nicsa’s 2023 General Membership Meeting kicked off with an eye-opening keynote: Mutual Funds 2030: Rising Expectations, led by PwC’s Peter Finnerty and Declan Byrne, Mutual Funds Practice Leader and Research & Analytics Leader, respectively. The session explored how expectations from investors, employees, regulators, and society as a whole have drastically increased through the pandemic, […]
By Jim Fitzpatrick, President & CEO of Nicsa: Amid the social unrest that has gripped the world in recent months, many industry executives have come forward to declare their growing awareness of the need for change. Others have committed to measurable action. While it is sometimes difficult to be hopeful in the midst of […]
After ushering in the new decade on somewhat strong footing, the global asset management industry has witnessed a transformation rife with uncertainty and volatility on the heels of the Covid-19 pandemic. As a leading industry association with members across the global landscape—all possessing diverse and unique talents, experience and perspectives—Nicsa is committed to promoting best […]
Asset Managers Talk Inclusion and Well Being Amid COVID-19
COVID-19 has wreaked havoc on business plans and flipped our social structure on its head. Founding members of the Diversity Project North America recently gathered to explore how to foster employee well being in this new work-from-home environment — all while keeping the spotlight on inclusion. Nicsa’s Diversity Project North America is an active, […]
As advances in technology and other trends continue to reshape the role of the financial advisor, it’s clear that an agile approach is key. Members had the opportunity to explore the most important actions advisors are taking to change their practice and what they will need to be ready for the future during Nicsa’s SLF […]
Educational Clinic Explores Disruption in the Distribution Landscape
FinTech firms are increasingly making an impact on the asset management landscape — but what specific forces are driving this disruption, and where will they lead the industry? Members explored this topic during an interactive educational clinic held at Nicsa’s latest SLF event in February of 2020, moderated by Dennis Gallant, Senior Analyst at Aite […]
Exploring the Role of the Data Scientist — and Whether Your Firm Needs One
Asset management firms know that a data-driven approach can help them make smarter, more informed decisions. But should they be searching for the elusive data science unicorn — a seemingly mythical leader in problem-solving, business, and technology? A panel of experts explored this question during a breakout session at Nicsa’s SLF in February 2020. Brian Foote, Vice […]
