Strategies for Effective Governance Explored at GMM
A recent panel discussion at Nicsa's 2023 General Membership Meeting, A Confident Board, delved into the strategies for effective governance within the asset and wealth management industry, The panel was moderated by Amy Merrill, Senior Manager, EY. Panelists included Gary Casagrande, Senior Vice President - Head of US Fund Administration, Northern Trust, Joanne Kane, […]
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 […]
Global Perspectives on Investment Management Growth Trends
While the majority of today’s millionaires live in North America, the fastest growth is occurring in international markets. According to a 2019 study by Boston Consulting Group, revenue in Asia’s private banking sector alone could equal or exceed that of Western Europe by 2023. Jennifer Hoopes, Senior Managing Director and General Counsel at Foreside, pointed […]
Tenured CEOs Offer Projections and Predictions for the Future
“The one thing I know for sure is that change will be constant,” Jeff Ringdahl, President and COO at Resolute Investment Managers told Nicsa members during a panel discussion at the 2020 Strategic Leadership Forum in February. The conversation, which was moderated by Paul Kraft, US Mutual Fund and Investment Adviser Practice Leader at […]
Industry Veteran Peter Kraus on Innovations in Client-first Fee Structures
Nicsa members kicked off the 2020 Strategic Leadership Forum in February with a deep dive into fee structures with Wall Street veteran Peter Kraus. For more than four decades, Kraus worked at major financial institutions — including Goldman Sachs, Merrill Lynch, and AllianceBernstein (AB). In 2018, as a vocal proponent of pay-for-performance compensation models, […]
Leaders in Global Wealth Management Share 2020 Business Planning Perspectives
Attendees at Nicsa's 2020 Strategic Leadership Forum gained insight into industry trends from the perspective of distributors during the Face the Membership Part II session, on Friday, February 28. The panel was moderated by professional investor and TV personality Guy Adami — one of the original “Fast Money Five” on CNBC’s Fast Money program. He […]
CNBC’s Guy Adami Heads Panel of Thought Leaders in Global Asset Management
Nicsa members gained insight into industry trends from the perspective of leading firms during a recent Face the Membership Roundtable at Nicsa's 2020 Strategic Leadership Forum. The Forum took place at the end of February 2020 in Fort Lauderdale, Florida. The highly anticipated event was spearheaded by professional investor and TV personality Guy Adami — […]
Nicsa Honors Volunteers of the Year at the 2020 Strategic Leadership Forum
Boston, MA –February 27, 2020— Nicsa announced the recipients of its annual Volunteer of the Year Awards. Honorees will be celebrated at the Nicsa Strategic Leadership Forum held from February 26 - 28, 2020 at the Marriott Harbor Beach Resort and Spa in Fort Lauderdale, Florida. Nica’s Volunteer of the Year Awards recognizes the […]
