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, […]
Nicsa’s DEI Study Calls for Further Action from Industry Leaders Amid Uncertain Environment
Boston, MA – November 7, 2023 – The asset and wealth management industry has made meaningful strides on the journey to advance Diversity, Equity, and Inclusion (DEI), but needs to go the distance to deeply integrate their commitments into corporate culture and everyday business decisions according to Going the Distance: Accelerating DEI in Asset and Wealth […]
Through our work across the financial services sector, it is clear to us that blockchain technology has the potential to transform our industry. During NICSA’s recent Strategic Leadership Forum, disruptor technologies were a focus, and blockchain applications seemed to attract real interest. During last week’s Blockchain Trends & Applications webinar, we invited several industry leaders […]
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 […]
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 […]
