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, […]
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 […]
Nicsa’s SLF Features Hot Topics to Warm Up Your Winter
Join us in Fort Lauderdale from February 26-28 to address the industry’s most important issues head on. Solidify your 2020 business plans with timely insights from a diverse set of perspectives—asset management firms, broker dealers, and an extensive group professional service firms. Nicsa has over twelve hours of educational content lined up with an impressive […]
McLean, VA, January 30, 2017—The National Investment Company Service Association (NICSA) announced at its annual General Membership Meeting in September 2016 the election of Dan Houlihan, Senior Vice President and Head of Global Fund Services at Northern Trust Company, as Chairman of its Board of Directors. As Chairman, Dan will preside over the governing body […]
“To live in the past is to die in the present.” Hey, if the motto is good enough for Bill Belichick, it’s good enough for me. Team loyalties aside, I think we can all agree that victory in business (as it is on the field) requires leaders who are change agents that promote teamwork and an unrelenting […]
Throughout the 2017 NICSA Strategic Leadership Forum, which took place January 29-31 in Hollywood, Florida, the theme of Disruptors Facing the Asset Management Industry prevailed. From new technology to uncertainty in the regulatory landscape, discussions focused on how financial professionals will handle strategic business planning in 2017 and beyond. Whether or not you were […]
Nicsa Announces The Winners Of The 2013 NOVA Awards
McLean, VA, August 21, 2013 -– NICSA and Money Management Executive are pleased to announce the winners of the 2013 NOVA Awards. To be honored at the 2013 NICSA General Membership Meeting on September 20, 2013 in Boston, these awards recognize outstanding service, leadership and innovation within the fund operations industry. Nominated by their fund […]
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 […]