The Rise of Hyperpersonalization in Wealth Management
Attendees of Nicsa's 2024 Strategic Leadership Forum explored the evolution of customization in asset and wealth management in a live session titled The Quest for Hyperpersonalization. The discussion highlighted the shift from basic alignment of client needs with solutions to more sophisticated personalized models enabled by technology. The panel was moderated by Laton Spahr of […]
In a live session at the recent Nicsa 2024 Strategic Leadership Forum, Think Like a Futurist, participants explored the fascinating world of futurism and how to navigate the ever-evolving landscape of technological advances. Forward-thinking leadership perspectives from Matt Mackay, Executive Director, Platform Sales, Corporate & Investment Bank, J.P. Morgan and Debora Kantt, Strategic Foresight & Future […]
Nicsa 2020 General Membership Meeting to Focus on the Path Forward for the Asset Management Industry
Boston, MA – September 28, 2020 — Nicsa’s keystone industry event, its General Membership Meeting, is going virtual this year and features some of the industry’s most influential innovators. The GMM will take place from October 7-9. The General Membership Meeting will bring together industry professionals via a virtual platform to hear dynamic and […]
Sustainability has become a core lifestyle value in recent years, driving demand in the asset management industry for Environmental, Social, and Governance (ESG)-based investment solutions. Nicsa members received updates on both the demand and supply side of the emerging market during a recent Webinar Wednesday event. Dan Bender, Managing Director at EY, moderated the […]
Soledad O’Brien, Award-winning Journalist, Author and Philanthropist to Take Nicsa Stage at GMM
Nicsa members will have the opportunity to hear the unique perspective of award-winning journalist, entrepreneur and host of the weekly syndicated political show, Matter of Fact, during the 2020 General Membership Meeting on October 9. Soledad O’Brien is CEO of Soledad O’Brien Productions, a multi-platform media product company dedicated to telling empowering and authentic stories […]
Nicsa Unveils Full Speaker Lineup for 2020 GMM, Covering All Facets of Asset Management
Thought leaders and industry innovators from across the asset management spectrum will convene at Nicsa’s virtual General Membership Meeting from October 7-9. The speaker lineup features leading experts from a diverse set of asset management firms, broker dealers, and an extensive group of financial services firms. Thirty-seven speakers from 34 different companies will cover […]
Regulatory Discussion Reveals New Rules, Reviews Impact to Asset Managers
Nicsa members received a generous dose of regulatory oversight during a recent Webinar Wednesday panel event moderated by Frank Maresca, Vice President of Broadridge. “The SEC has been very busy this year, both proposing and enacting rules that impact reporting,” Maresca said. “It is interesting to examine how these rules converge in making information for investors […]
Nicsa Announces Financial Industry Leader Jamie Dimon as Keynote for General Membership Meeting
Boston, MA – September 2, 2020 —Nicsa, a global asset management trade association, announced that JPMorgan Chase & Co. Chairman and CEO Jamie Dimon, a financial industry leader and catalyst for innovation, will headline as a closing speaker at its 2020 General Membership Meeting in a Fireside Chat with Jim Fitzpatrick, President & CEO of […]
