Data continues to play an increasingly critical role across the asset and wealth management industry, influencing everything from business strategy and operational efficiency to client engagement and regulatory readiness. As organizations navigate evolving technologies, growing data demands, and new opportunities for innovation, understanding the industry's priorities has never been more important. To help capture these […]
By: Nicsa Technology & Innovation Committee Recent survey results from the Nicsa Technology & Innovation Committee offer a directional view into how Committee members are thinking about digital assets—highlighting both areas of strong understanding and where questions are now shifting toward practical application. A Closer Look at the Survey Results While foundational concepts such as […]
Collaboration is essential as regulatory expectations for unclaimed property continue to evolve across the asset and wealth management industry. Through a joint effort by NICSA’s Unclaimed Property Committee and Retirement Committee, members are aligning perspectives and navigating increasingly complex requirements across ERISA and non-ERISA frameworks. Central to this effort is the ERISA and Non-ERISA Unclaimed […]
