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Nicsa
12-04-2019
Nicsa Releases 2019 Reference Guide for Transfer Agent Compliance Standards
Washington D.C. –April 9, 2019. NICSA announced today the release of the 2019 NICSA Transfer Agent Compliance Guide. The guide provides members of the global asset management industry with a onestop, comprehensive resource of current compliance updates and standards as they relate to the transfer agent function. NICSA’s Transfer Agent Committee, which meets regularly to […]
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Nicsa
12-04-2019
Nicsa Announces The Election Of Vice Chairman, Four New Members To The Board Of Directors
Wellesley, MA—June 29, 2005—The National Investment Company Service Association (NICSA) announced at the trade-association’s annual General Membership Meeting the election of a new officer, Vice-Chairman, and the election of four Directors to its Board. Peggy Schooley, President of Evergreen Service Company was elected to the new office, Vice Chairman. Peggy joined Evergreen in 2005 from […]
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Nicsa
12-04-2019
NICSA's General Membership Meeting Targets Innovation and Growth
McLean, VA, October 5, 2017—NICSA announces the kick off of its General Membership Meeting, Leveraging Innovation to Drive Growth, on October 5. Leaders in the asset management industry converge in Boston to share their insights regarding developments in innovation and opportunity. Attendees will have access to diverse perspectives from all segments of the industry on […]
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Nicsa
12-04-2019
Nicsa Announces New President
Miami, Florida - February 18, 2008 - The National Investment Company Service Association (NICSA) announced today that Theresa Hamacher, CFA has been named President of the association, effective March 3, 2008. "NICSA is very fortunate to have Theresa joining the organization," said Peggy Schooley, President of Evergreen Service Company and Chairman of NICSA. "We are […]
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Nicsa
12-04-2019
2014 Nicsa/Nova Award Winners Announced
Contact: Alyssa Gagen Director of Social Media and Marketing, NICSA 508-485-1500 McLean, VA, August 21, 2014—NICSA, in partnership with Money Management Executive, proudly announces the winners of the 2014 NICSA/NOVA Awards, the Robert L. Gould Award, and the NICSA Lifetime Achievement Awards. These individuals and firms will be honored on September 11, 2014 in Boston […]
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Nicsa
12-04-2019
Nicsa Announces Events Calendar – Not Business As Usual For Spring 2009
Contact: Ellen Weinraub Marketing Director, NICSA 508-683-1613 Marlborough, MA — April 9, 2009 — As the industry copes with the challenges of doing business in touch economic times, so must NICSA, a not-for-profit trade association which has served the mutual fund industry for over 47 years. “We are responding to the times”, says NICSA president, […]
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Nicsa
12-04-2019
Nicsa Releases White Paper - Broker/Custodian Resignations
McLean, VA, February 13, 2017 —NICSA is pleased to announce the release of a new white paper to its member firms: Broker/Custodian Resignations, An Assessment of Firm Preparedness and Current Practices. The Department of Labor’s fiduciary rule—whether delayed, altered, or implemented in April 2017—has thrust an increased complexity onto client servicing and puts critical process […]
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Nicsa
12-04-2019
Nicsa Announces Investment Industry’s First “transparent” Conference
Marlborough, Massachusetts – September 8, 2008 – NICSA (The National Investment Company Service Association) announced today that it has launched the mutual fund industry’s first “transparent” conference. For the first time ever, the trade association will offer online access to session content for a highly-regarded industry conference, as well as the opportunity to interact with […]
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Nicsa
12-04-2019
Nicsa Announces The Election Of A New Chairman, Vice Chairman And Other Members To Its Board Of Directors
Contact: Alyssa Gagen Director of Social Media and Marketing, NICSA 508-485-1500 Boston, MA, October 1, 2014—NICSA proudly announces new additions to its Board of Directors including: George Batejan, Global Head of Technology & Operations, Janus Capital Group as the new NICSA Chairman of the Board of Directors along with Dan Houlihan, Senior Vice President, Northern […]
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Nicsa
12-04-2019
New Nicsa Survey Finds Wide Variation In Policies On Beneficiary Designations
Contact: Alyssa Gagen Director of Social Media and Marketing, NICSA 508-485-1500 Boston, MA, November 5, 2014—Policies and procedures regarding beneficiary designations vary widely, concludes a NICSA survey of retirement plan administrators and individual retirement account custodians released today. The survey was conducted in June by NICSA’s Retirement Committee, with the assistance of the Insured Retirement […]
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