In a live session "Mastering Alternative Investments: Onboarding & Educating Advisors," asset and wealth management experts shared insights on effectively integrating alternative investments (alts) into financial advisory practices. The discussion, center stage at Nicsa’s 2024 Asset & Wealth Management Summit, focused on democratizing access to alts, the importance of specialized education for advisors, and practical […]
Expert Perspectives on the Alts Boom from Nicsa’s Summit
Nicsa’s Asset & Wealth Management Summit examined the evolving landscape of alternative investments, including the niche firms, technology platforms, and service providers that are emerging to support the alts ecosystem. Marty Griffin, Managing Director at Beacon Ridge Capital Management, moderated the panel of thought leaders including: Andrew Barnum, Senior Vice President – Wealth Managers, iCapital Nick […]
Nicsa's Diversity Project North America Announces 2023 Rising Stars
Boston, MA – June 14, 2023 – Nicsa is pleased to announce the 2023 awardees 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 management industry. Nicsa’s Diversity Project North America recognizes the importance of supporting emerging leaders with a program that not […]
Speaker Lineup Announced for Nicsa’s 2023 Fearless Leadership Symposium
Nicsa’s Diversity Project North America, a leading advocate for advancing diversity, equity, and inclusion (DEI) within the asset and wealth management industry, is pleased to announce its impressive speaker lineup for its upcoming Fearless Leadership Symposium. The event will be held in NYC on June 14 and will bring together experts, advocates, and thought leaders […]
Leading Asset and Wealth Management Firms Convene to Advance Diversity, Equity, and Inclusion in the Industry
May 4, 2023 -- FOR IMMEDIATE RELEASE On June 14, the asset and wealth management industry will come together for meaningful dialogue and action planning around key business initiatives that enhance productivity, promote growth, and drive bottom line results. Nicsa’s Fearless Leadership Symposium – the premier DEI-focused conference for global asset and wealth management business leaders – […]
Nicsa Launches 2023 DEI Perception Study, Prepared with EY
Boston, MA –April 17, 2023 – As part of its ongoing mission to accelerate diversity, equity, and inclusion (DEI) in the asset and wealth management industry, Nicsa’s Diversity Project North America has teamed up with EY to deliver its 2023 DEI Perception Survey. The survey explores insights on the perception of progress in the asset and wealth […]
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 […]
A session on the potential of the metaverse in the global asset and wealth management industry closed out Nicsa’s Strategic Leadership Forum in March — proving that science fiction is inching its way much closer to fact. John W. Stadtler, Partner, Financial Services Industry, PwC, moderated the panel, which focused on how the metaverse […]
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, […]
Each year, market intelligence provider Cerulli Associates surveys more than 10,000 affluent investors to identify investment product development trends. In early March, attendees of Nicsa's Strategic Leadership Form were given valuable takeaways from this research, as well as strategic insight into demand, distribution, and innovation across packaged investment vehicles. Scott Smith, Director at Cerulli […]
Boston, MA – February 9, 2023 — Nicsa has announced its Volunteer of the Year Awardees, who will be honored at its Strategic Leadership Forum at the beginning of March. Nicsa’s Volunteer of the Year Awards recognize outstanding efforts of members who are dedicated to supporting the mission of the Association, serving the global asset management […]
As we move along into this new year, I’d like to take a moment to thank you for your ongoing support of each other, our industry, and Nicsa during the last twelve months. 2022 was a very special year for Nicsa as we celebrated our 60th anniversary. I’d like to highlight some of […]
