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 […]
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 […]
Advancing Diversity in the North American Fund Industry | Article by Paperjam
“As asset management professionals looking to best support the distribution of our products and services, we have to understand who our clients are and ask ourselves if the industry’s workforce is reflective of the society we serve,” said Jim Fitzpatrick, President and CEO of Nicsa as he reviews the rewards, challenges, and the road ahead […]
Nicsa Kicks Off 2020 with a Fresh Brand and a New Technology Platform
Washington, D.C.– January 13, 2020 – Today, leading asset management trade association NICSA is announcing it is rebranding to “Nicsa” and is upgrading its technology tools to better serve its members. The enhancements bring a fresh new look and improved engagement functionality as it further expands its presence in the global asset management space. “We […]
Nicsa’s SLF Features Hot Topics to Warm Up Your Winter
Join us in Fort Lauderdale from February 26-28 to address the industry’s most important issues head on. Solidify your 2020 business plans with timely insights from a diverse set of perspectives—asset management firms, broker dealers, and an extensive group professional service firms. Nicsa has over twelve hours of educational content lined up with an impressive […]
McLean, VA, January 30, 2017—The National Investment Company Service Association (NICSA) announced at its annual General Membership Meeting in September 2016 the election of Dan Houlihan, Senior Vice President and Head of Global Fund Services at Northern Trust Company, as Chairman of its Board of Directors. As Chairman, Dan will preside over the governing body […]
“To live in the past is to die in the present.” Hey, if the motto is good enough for Bill Belichick, it’s good enough for me. Team loyalties aside, I think we can all agree that victory in business (as it is on the field) requires leaders who are change agents that promote teamwork and an unrelenting […]
The Year of the Crescendo: Excitement Builds Around SLF
Boston Financial Data Services is excited about participating in NICSA’s upcoming Strategic Leadership Forum. Here’s why. NICSA Board Member Anne Hebard of BFDS weighs in on the concept of disruption and how it’s impacting financial services. As we enter 2017, it certainly feels as though certain themes are rising to a crescendo. But, as Anne […]
