Blogs

Key Takeaways, Recaps, and Rundowns

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

  • The roundtable discussion provided insights into various aspects of the asset and wealth management industry, including market trends, investment vehicles, advisor distribution, and the growth of RIA channels. The discussion explored projected market share of different investment vehicles like ETFs, CITs, and SMAs. Also discussed were alternative investments read more

  • Boston, MA – July 10, 2024 – Nicsa, a trade association connecting all facets of the global asset and wealth management industry, is evolving to better serve the changing needs of its clients by introducing a new Fall event. Nicsa is launching the Asset & Wealth Management Summit in October of 2024, featuring this year's theme: Reshaping the Industry read more

  • Advice from the C-Suite was flowing throughout Nicsa’s Fearless Leadership Symposium in NYC this June. Here's a summary of the key action items for participants to take to their own firms to advance Diversity, Equity, and Inclusion (DEI): Key Action Items and Takeaways: Get Involved in Business Resource Groups (BRGs) : BRGs for read more

  • Nicsa’s Fearless Leadership Symposium hosted Byron Pitts, ABC correspondent: Bob Adams , Chief Operations Officer, Fidelity Investments; and Cinda Whitten , Head of Global Investment Operations, Nuveen for a Fireside Chat about the importance of DEI within the global Asset and Wealth Management industry. The trio provided insights as to how read more

  • Attendees of Nicsa’s Fearless Leadership Symposium discovered the potential of AI in mitigating bias and empowering investors. A panel of four women addressed the audience, delving into this dynamic, technology-driven subject. During the NYC-based event, Cheryl Boyd , Co-Leader of Asset Management Business Transformation 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.