Blogs

Key Takeaways, Recaps, and Rundowns

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

  • A recent panel discussion at Nicsa's 2024 Strategic Leadership Forum , Building Tomorrow’s Portfolio , delved into the trends are gathering steam—from investment themes to pricing and packaging—and provided insight into target investors and their preferences. The panel was moderated by Davis Walmsley, Principal at Broadridge Global Asset read more

  • 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 read more

  • Blog Entry

    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 read more

  • Blog Entry

    A recent panel discussion at Nicsa's 2024 Strategic Leadership Forum , Reshaping the Value Chain with AI , explored the transformative impact of Artificial Intelligence (AI) on the asset and wealth management industry. The panel was moderated by Michael Sands, Senior Manager, Strategy & Consulting - Capital Markets, Accenture and featured read more

  • Nicsa's 2024 Strategic Leadership Forum offered a retrospective and forward-looking view of the asset and wealth management landscape. Industry veteran Marty Flanagan, Chairman Emeritus of Invesco, was presented with the prestigious Lifetime Achievement Award during the event. The Lifetime Achievement Award honors distinguished executives 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.