A Guest Blog by Olmstead Associates Austin Lewis | Head of Client Experience | [email protected] In an era of industry consolidation and intense competition in asset management, the key to leading the market—or falling behind—often comes down to intelligence. Smarter distribution decisions, driven by technology
Nisca Recognizes Committee Chairs for Second Half of FY25
Boston, MA – August 12, 2024 – Nicsa, a leading Association in support of the asset and wealth management industry, recognizes its Committee Chairs for the second half of its fiscal year 2025. These individuals help lead the nonprofit’s work to advance leading practices across a wide spectrum of industry business lines. Nicsa’s committees are open […]
Cerulli Associates and Nicsa Host Round Table Among Product & Distribution Asset Managers
The roundtable discussion provided insights into various aspects of the asset and wealth management industry, including market trends, investment vehicles, advisor distribution, and the growth of RIA channels. The discussion explored projected market share of different investment vehicles like ETFs, CITs, and SMAs. Also discussed were alternative investments and platform demand, product development, and the […]
Nicsa Unveils New Asset & Wealth Management Summit
Boston, MA – July 10, 2024 – Nicsa, a trade association connecting all facets of the global asset and wealth management industry, is evolving to better serve the changing needs of its clients by introducing a new Fall event. Nicsa is launching the Asset & Wealth Management Summit in October of 2024, featuring this year's theme: […]
Putting Words into Action: Quick Takes from the Fearless Leadership Symposium
Advice from the C-Suite was flowing throughout Nicsa’s Fearless Leadership Symposium in NYC this June. Here's a summary of the key action items for participants to take to their own firms to advance Diversity, Equity, and Inclusion (DEI): Key Action Items and Takeaways: Get Involved in Business Resource Groups (BRGs): BRGs for underrepresented communities are […]
Advancing Diversity, Equity, and Inclusion through AI
Attendees of Nicsa’s Fearless Leadership Symposium discovered the potential of AI in mitigating bias and empowering investors. A panel of four women addressed the audience, delving into this dynamic, technology-driven subject. During the NYC-based event, Cheryl Boyd, Co-Leader of Asset Management Business Transformation at EY led a panel including Myra Chen, Director, VP, Insights and […]
Fireside Chat Looks to Sponsorship as Key Element in DEI Advancement
Nicsa’s Fearless Leadership Symposium hosted Byron Pitts, ABC correspondent: Bob Adams, Chief Operations Officer, Fidelity Investments; and Cinda Whitten, Head of Global Investment Operations, Nuveen for a Fireside Chat about the importance of DEI within the global Asset and Wealth Management industry. The trio provided insights as to how intentional sponsorship can move the needle […]
C-Suite Executives Chart a Course for DEI at Nicsa’s FLS
During Nicsa’s recent NYC-based Fearless Leadership Symposium, ABC correspondent Byron Pitts led a discussion among industry leaders about the pivotal issues shaping the DEI journey in asset and wealth management. Bob Adams, Chief Operations Officer, Fidelity Investments and Cinda Whitten, Head of Global Investment Operations, Nuveen provided invaluable perspectives on navigating today's complex challenges and seizing […]
Are our strides towards a more diverse, equitable, and inclusive industry being sustained or regressing? Nicsa’s Fearless Leadership Symposium tackled this hard-hitting question with an esteemed panel including Tommy Arnold, Principal, FSO Consulting Wealth & Asset Management, Ernst & Young LLP; Omar Aguilar, CEO and CIO, Schwab Asset Management; and Michelle Thompson-Dolberry, Chief DEI Officer, […]
Honoring Freedom: How DPNA Member Firms are Celebrating Juneteenth in 2024
By the DPNA Industry Engagement & Events Committee In recent years, Juneteenth has gained significant recognition as a critical moment in American history, commemorating the end of slavery in the United States. As awareness of this pivotal day grows, many Diversity Project North America member firms are stepping up to honor it, not only as […]
Nicsa’s Diversity Project North America Announces 2024 Rising Stars
Boston, MA – June 4, 2024 – Nicsa is pleased to announce the winners of its Rising Star Program, a mentorship and awards program aimed at providing networking and career development opportunities to diverse, aspiring leaders in the asset and wealth management industry. Nicsa’s Diversity Project North America recognizes the importance of supporting emerging leaders with a program […]
