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Nicsa | Blogs

CEOs Forecast the Trajectory of the Asset Management Industry

A familiar face helped kick off the last day of the Strategic Leadership Forum: CNBC Anchor Tyler Mathisen, a long-time moderator of Nicsa's Face the Membership session.   The journalist's fireside chat with top leaders from the asset management industry centered on the pressing issues of 2023, from how technology will continue to shape financial […]
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Nicsa | Blogs

Financial Inclusion: Why and How to Take Action

Inclusion in the workplace —a practice that prioritizes empathetic leadership and a universal sense of belonging — is a vital characteristic of a healthy company culture. But there’s a related piece of the puzzle our industry must keep top of mind: Financial inclusion.   “We define that as the intentional focus on creating products, services, […]
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Nicsa | Blogs

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 […]
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Nicsa | Blogs

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 […]
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Nicsa | Blogs

2019 Strategic Leadership Forum Focus Revealed

Join us in Florida from April 3rd to 5th to address the industry’s most important issues head on. Let NICSA help solidify your 2019 business planning.  Hear from all perspectives—asset management firms, broker dealers, and an extensive group of firms that include technology, law, and service firms that support the industry.  We’ve got a line-up of […]
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Nicsa | Blogs

Forces Shaping the Regulatory Landscape

It’s been a decade since the global financial crisis, and the industry remains in the midst of a changing regulatory environment. NICSA members heard a panel of experts discuss the future of these regulations during NICSA’s 2018 Strategic Leadership Forum. The panel, moderated by Don Andrews, Partner & Global Practice Leader for Risk and Compliance […]
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Nicsa | Blogs

Trends on the Advisor Landscape

Asset managers gained valuable insight on how to capture advisors’ attention and leave a lasting impression during a recent #WebinarWednesday presentation on the topic. Meredith Lloyd Rice, Vice President at Cogent Reports, Market Strategies International, moderated the session. “I’ll be sharing highlights from two of our syndicated research products: our Advisor Brandscape® and our Advisor Touchpoints® […]
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Nicsa | Blogs

Pearls of Wisdom from Morgan Stanley’s Carla Harris

Industry powerhouse Carla Harris, Managing Director and Senior Client Advisor at Morgan Stanley, shared “hard earned and hard learned” pearls of wisdom from her 32-year career on Wall Street during NICSA’s Strategic Leadership Forum this month. “I dare say that I’ve learned a few things about not only surviving, but more importantly, thriving, in the […]
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