Blogs

Key Takeaways, Recaps, and Rundowns

Follow the Nicsa Blog for actionable takeaways from our events and programs.

  • Boston, MA – December 3 , 202 4 – Nicsa, a premier trade association dedicated to fostering innovation and collaboration in the asset and wealth management industry, is thrilled to announce the appointment of Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships. Ms. Walter brings an impressive read more

  • Boston, MA – December 3, 2024 – Nicsa, a leading not-for-profit trade association serving the asset and wealth management industry, is pleased to announce the promotion of Allison Walsh to Executive Director, Head of Membership, Sales & Marketing. Ms. Walsh has been an integral part of Nicsa for over five years, demonstrating leadership and commitment read more

  • Blog Entry

    In a live session "Mastering Alternative Investments: Onboarding & Educating Advisors," asset and wealth management experts shared insights on effectively integrating alternative investments (alts) into financial advisory practices. The discussion, center stage at Nicsa’s 2024 Asset & Wealth Management Summit , focused on democratizing access to alts, read more

  • Nicsa’s 2024 Asset & Wealth Management Summit highlighted Artificial Intelligence’s (AI) promise to transformative the industry. Yet, the journey from concept to practical deployment is fraught with challenges. In the session "Implementing Artificial Intelligence: Getting to Results," a panel of experts unpacked their experiences, sharing both triumphs read more

  • In an engaging session at Nicsa’s 2024 Asset & Wealth Management Summit , Brian Moran, CEO and Founder of FLX Networks , shared an inspiring “Entrepreneur's Story." Moran took the audience on a deep dive into how AI is fueling transformative growth. He identified industry inefficiencies and the need for innovation to revolutionize industry practices. read more

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May contain forward-looking statements subject to various uncertainties. Personal views and observations of individuals contained herein are as of the date of the live event or written material and do not necessarily reflect the views of Nicsa or any of its member organizations. Matters addressed in this work may touch upon legal or regulatory matters, however nothing herein is intended to be or should be construed as legal advice. You should contact your own counsel in order to obtain legal advice regarding these or any other matters. The information contained herein is for informational purposes only and does not constitute a recommendation of best practices.