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
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 […]
Nicsa Plans NYC Event Focused on DEI in Asset and Wealth Management
Boston, MA – May 13, 2024 — Nicsa, a leading global asset and wealth management trade organization, will be hosting its annual Fearless Leadership Symposium in NYC on June 12, 2024. The in-person event will highlight business practices that promote long-term growth in the asset and wealth management industry. The event will bring together industry leaders to […]
Nicsa Announces Final Speaker Lineup for Annual Fearless Leadership Symposium
Nicsa’s Diversity Project North America, an initiative that champions DEI as a strategic business priority 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 12 and is an ideal opportunity to hear from asset […]
