Celebrating National Disability Awareness Month: A Guide to Inclusion
National Disability Awareness Month in October is an opportunity for individuals and organizations to recognize and celebrate the achievements, contributions, and unique challenges faced by the disabled community. Nicsa’s Diversity Project North America is committed to promoting inclusion. The DPNA Industry Events & Engagement Committee has compiled a list of resources and simple strategies to […]
Nicsa Announces Keynote and Other Speaker Highlights For 2023 GMM
Boston, MA – October 16, 2023 – Nicsa, a leading provider of education and networking forums to professionals in the global asset and wealth management industry, announced its keynote and other speaker highlights for the 2023 General Membership Meeting taking place on November 7-8. GMM sessions will kick off on Tuesday November 7 with a keynote presentation by Peter Finnerty, Mutual […]
The Year of the Crescendo: Excitement Builds Around SLF
Boston Financial Data Services is excited about participating in NICSA’s upcoming Strategic Leadership Forum. Here’s why. NICSA Board Member Anne Hebard of BFDS weighs in on the concept of disruption and how it’s impacting financial services. As we enter 2017, it certainly feels as though certain themes are rising to a crescendo. But, as Anne […]
Industry Leaders: Transformation in Next Five Years Will Outpace the Last 50
Last week, NICSA President Jim Fitzpatrick sat down with several industry senior executives from OppenheimerFunds, American Funds, Fidelity and MFS to discuss the rapid pace of change within financial services and how these asset managers are evolving in response. We heard how these leaders are preparing their teams and operating models for both disruption and […]
Today, the DOL fiduciary rule officially goes into partial effect. This ends weeks of speculation as to whether the Department of Labor would again delay its implementation. While the fiduciary rule itself has not been altered to date, the DOL has issued several transition exemptions in order to ease some of the burden associated with […]
In June, NICSA hosted a well-attended panel on ESG in New York. This event covered a great deal of ground, and in Part 1 of this three-part series, we discussed how the panelists described learning about ESG as being akin to “Learning a New Language.” Rosetta Stone secured, the audience was then treated to discussion […]
C-Suite Summit: How to Stay Relevant & Bolster Client Value
Frontline industry executives from 1251 Capital Group, Amundi Pioneer Asset Management USA, Capital Group, Easton Vance, and PwC gathered during Nicsa's 2019 General Membership Meeting in Boston to share insights on how to stay relevant and bolster client value. John Stadtler, Partner, US Financial Services Industry Group at PwC, moderated the event, which focused on […]
NICSA to be Featured at ALFI Global Distribution Conference
NICSA will once again partner with ALFI for the Association of the Luxembourg Fund Industry’s Global Distribution Conference from September 25-26 , where 650+ senior representatives from the global distribution community will convene to learn about the latest developments on the global distribution landscape. The conference will reflect on 30 years of UCITS, explore the […]
