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 […]
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, […]
Citi’s Candi Wolff Explores Unique Aspects of the 2020 Race
It’s no secret that the upcoming presidential election may have a significant impact on the asset management industry — but what should we expect? Candi Wolff, Head of Global Government Affairs at Citi, gave Nicsa members her perspective on the issue as a keynote speaker at Nicsa’s SLF in late February. Wolff, who served in […]
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 — […]
