Nicsa Welcomes Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships
Boston, MA – December 3, 2024 – Nicsa, a premier trade association dedicated to fostering innovation and collaboration in the asset and wealth management industry, is thrilled to announce the appointment of Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships. Ms. Walter brings an impressive track record in financial services and […]
How AI Powers Entrepreneurs in Asset & Wealth Management
In an engaging session at Nicsa’s 2024 Asset & Wealth Management Summit, Brian Moran, CEO and Founder of FLX Networks, shared an inspiring “Entrepreneur's Story." Moran took the audience on a deep dive into how AI is fueling transformative growth. He identified industry inefficiencies and the need for innovation to revolutionize industry practices. Moran highlighted […]
Nicsa Partners with Expect Miracles Foundation on 2024 Nicsa Gives Back Golf Event
Boston, MA – January 26, 2024 – Nicsa, a premier asset and wealth management association, is proud to announce a partnership with Expect Miracles Foundation (EMF) for its 2024 Nicsa Gives Back Charity Golf Tournament. Nicsa will invite attendees of its Strategic Leadership Forum, executives from leading asset and wealth management firms, to participate in its March […]
To the Nicsa Community: Happy 2024! I hope each of you rang in the new year with renewed optimism for the industry we all serve. I am very proud to be part of a community that has made impressive strides in servicing clients, supporting employees, and offering innovative investment solutions. Likewise, I am exceptionally proud […]
Boston, MA – January 3, 2024 – Nicsa, a leading Association in support of the asset and wealth management industry, recognizes eight new Committee Chairs. These individuals help lead the nonprofit’s work to advance leading practices across a wide spectrum of industry business lines and professionals. Nicsa’s committees are open to all employees of member firms and […]
Participants at Nicsa’s 2023 General Membership Meeting explored what’s driving the diverse landscape of alternative assets, from private equity to venture capital, hedge funds, and beyond. The session, What’s Driving the Alts Landscape, took a deep dive into the untapped opportunities that alts can offer. York Lo, Head of Alternative Product and LLCs, John Hancock […]
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 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 GMM Explores the Convergence of Wealth & Retirement
Nicsa’s 2023 General Membership Meeting featured an insightful panel discussion focused on the evolving relationship between the wealth management and retirement industries. Moderated by Bing Waldert, Managing Director, U.S. Research, Cerulli Associates, the panel featured Kevin Murphy, Senior Vice President, Head of Workplace Retirement Distribution, Franklin Templeton, Jania Stout, Senior Vice President, OneDigital | Retirement […]
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, […]
Strategies for Effective Governance Explored at GMM
A recent panel discussion at Nicsa's 2023 General Membership Meeting, A Confident Board, delved into the strategies for effective governance within the asset and wealth management industry, The panel was moderated by Amy Merrill, Senior Manager, EY. Panelists included Gary Casagrande, Senior Vice President - Head of US Fund Administration, Northern Trust, Joanne Kane, […]
The Power of AI Awakens in Asset and Wealth Management
A recent panel discussion at Nicsa's 2023 General Membership Meeting, Unveiling the Power of AI, delved into the transformative impact of Artificial Intelligence (AI) on the asset and wealth management industry and the unique dynamics at play, giving rise to this technological wave. The panel was moderated by Matt Labovich, US Data Analytics and […]
