Product & Distribution Committee Talks with Cerulli
A Guest Blog by Nicsa's Chairman and Chair of Product & Distribution Committee If you’re like me, you strive to not only stay on top of industry trends, but anticipate them. Doing so allows for nimble and strategic business planning, and benefits me, my team, and my firm. It’s not an easy task, but it […]
Nicsa Honors Industry Leaders with 2023 NOVA Awards
Boston, MA – October 23, 2023 -- Nicsa, a leading asset and wealth management industry association, is proud to announce the winners of the 2023 Nicsa NOVA Awards, which recognize excellence in innovation and leadership. The 2023 award winners are as follows: President’s Awards Chuck Gallant, Director, Digital and Data Strategy, BNY Mellon Kirsten Pickens, […]
In June, NICSA hosted a well-attended panel on ESG in New York. This event covered a great deal of ground, and in Part 1 of this three-part series, we discussed how the panelists described learning about ESG as being akin to “Learning a New Language.” Rosetta Stone secured, the audience was then treated to discussion […]
C-Suite Summit: How to Stay Relevant & Bolster Client Value
Frontline industry executives from 1251 Capital Group, Amundi Pioneer Asset Management USA, Capital Group, Easton Vance, and PwC gathered during Nicsa's 2019 General Membership Meeting in Boston to share insights on how to stay relevant and bolster client value. John Stadtler, Partner, US Financial Services Industry Group at PwC, moderated the event, which focused on […]
NICSA to be Featured at ALFI Global Distribution Conference
NICSA will once again partner with ALFI for the Association of the Luxembourg Fund Industry’s Global Distribution Conference from September 25-26 , where 650+ senior representatives from the global distribution community will convene to learn about the latest developments on the global distribution landscape. The conference will reflect on 30 years of UCITS, explore the […]
It’s been a decade since the global financial crisis, and the industry remains in the midst of a changing regulatory environment. NICSA members heard a panel of experts discuss the future of these regulations during NICSA’s 2018 Strategic Leadership Forum. The panel, moderated by Don Andrews, Partner & Global Practice Leader for Risk and Compliance […]
Asset managers gained valuable insight on how to capture advisors’ attention and leave a lasting impression during a recent #WebinarWednesday presentation on the topic. Meredith Lloyd Rice, Vice President at Cogent Reports, Market Strategies International, moderated the session. “I’ll be sharing highlights from two of our syndicated research products: our Advisor Brandscape® and our Advisor Touchpoints® […]
Pearls of Wisdom from Morgan Stanley’s Carla Harris
Industry powerhouse Carla Harris, Managing Director and Senior Client Advisor at Morgan Stanley, shared “hard earned and hard learned” pearls of wisdom from her 32-year career on Wall Street during NICSA’s Strategic Leadership Forum this month. “I dare say that I’ve learned a few things about not only surviving, but more importantly, thriving, in the […]
