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, […]
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 Announces The Winners Of The 2013 NOVA Awards
McLean, VA, August 21, 2013 -– NICSA and Money Management Executive are pleased to announce the winners of the 2013 NOVA Awards. To be honored at the 2013 NICSA General Membership Meeting on September 20, 2013 in Boston, these awards recognize outstanding service, leadership and innovation within the fund operations industry. Nominated by their fund […]
How to Lead Change in Financial Services: Webinar Recap
We recently invited a panel of industry experts to share their insights on new technologies and the impact on client servicing and human capital management. The “Leading Change in Financial Services” webinar provided diverse perspectives on these important issues and resonated with our listeners. (NICSA members can access the replay here). Sandy Schwan of Evolving […]
Through our work across the financial services sector, it is clear to us that blockchain technology has the potential to transform our industry. During NICSA’s recent Strategic Leadership Forum, disruptor technologies were a focus, and blockchain applications seemed to attract real interest. During last week’s Blockchain Trends & Applications webinar, we invited several industry leaders […]
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 […]
Industry Leaders: Transformation in Next Five Years Will Outpace the Last 50
Last week, NICSA President Jim Fitzpatrick sat down with several industry senior executives from OppenheimerFunds, American Funds, Fidelity and MFS to discuss the rapid pace of change within financial services and how these asset managers are evolving in response. We heard how these leaders are preparing their teams and operating models for both disruption and […]
Today, the DOL fiduciary rule officially goes into partial effect. This ends weeks of speculation as to whether the Department of Labor would again delay its implementation. While the fiduciary rule itself has not been altered to date, the DOL has issued several transition exemptions in order to ease some of the burden associated with […]
