Key Takeaways, Recaps, and Rundowns

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

  • DEI: Are We Going Backwards?

    Blog Entry

    Are our strides towards a more diverse, equitable, and inclusive industry being sustained or regressing? Nicsa ’s Fearless Leadership Symposium tackled this hard-hitting question with an esteemed panel including T ommy Arnold , Principal, FSO Consulting Wealth & Asset Management, Ernst & Young LLP; Omar Aguilar , CEO and CIO, Schwab Asset read more

  • During Nicsa ’s recent NYC-based Fearless Leadership Symposium , ABC correspondent Byron Pitts led a discussion among industry leaders about the pivotal issues shaping the DEI journey in asset and wealth management. Bob Adams , Chief Operations Officer, Fidelity Investments and Cinda Whitten , Head of Global Investment Operations, Nuveen read more

  • By the DPNA Industry Engagement & Events Committee In recent years, Juneteenth has gained significant recognition as a critical moment in American history, commemorating the end of slavery in the United States. As awareness of this pivotal day grows, many Diversity Project North America member firms are stepping up to honor it, not only as a celebration read more

  • Boston, MA – June 4, 2024 – Nicsa is pleased to announce the winners of its Rising Star Program , a mentorship and awards program aimed at providing networking and career development opportunities to diverse, aspiring leaders in the asset and wealth management industry. Nicsa’s Diversity Project North America recognizes the read more

  • Boston, MA – May 13 , 202 4 — Nicsa , a leading global asset and wealth management trade organization, will be hosting its annual Fearless Leadership Symposium in NYC on June 12, 2024. The in-person event will highlight business practices that promote long-term growth in the asset and wealth management industry. The read more


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.