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 […]
Workforce Evolution Across Asset and Wealth Management
Nicsa’s 2023 General Membership Meeting featured a thought provoking, debate-style discussion on the differences between “traditional” and “Next Gen” workforces. The different perspectives on the future of the workforce included moderator Kevin McCord, Sales Manager, National Quality Review, alongside panelists Robert Fox, Senior Manager, Clarendon Partners; Rima Haddad, Vice President, Hedge Fund Financial Reporting, […]
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 […]
Nicsa 2020 Strategic Leadership Forum to Focus on the Asset Management Industry’s Top Business Issues
Event will highlight technology trends, distribution evolution, and top-tier client service and investment management strategies Boston, MA–February 20, 2020 — One of the most important events on the asset management industry conference calendar, Nicsa’s 2020 Strategic Leadership Forum, is just days away. Taking place in Ft. Lauderdale, FL from February 26th through the 28th, […]
Nicsa Presents Honorees with Volunteer of the Year Awards at SLF 2020
Nicsa Presents Honorees with Volunteer of the Year Awards at SLF 2020 Nicsa is pleased to announce the winners of its annual Volunteer of the Year Awards. Honorees will be celebrated at the Nicsa Strategic Leadership Forum held from February 26-28, 2020 in Fort Lauderdale, Florida. “We look forward to honoring Nicsa committee members who […]
Compliance Agility and Efficiency in Investment Operations
For the past four years, registered investment companies in the U.S. have largely been focused on the reporting modernization regulations adopted by the SEC, such as Forms N-PORT and N-CEN. Now, after meeting those requirements, including a significant N-PORT filing in 2019, Gary Casagrande, Vice President of Global Market Strategy at Confluence, said it’s […]
