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Posted by:
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 hosts a free webinar on Beneficiary Designation, April 11, as part of National Retirement Planning Week
Boston, MA—Changes in employee benefits, longer life spans, uncertainty with Social Security and Medicare, and the rising cost of health care have made planning for and funding retirement more difficult than it was for previous generations. Combined with the fallout from the recent recession, the result is that Americans are experiencing low levels of confidence […]
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Nicsa
12-04-2019
Nicsa Expands with Creation of Distribution and Analytics Committee
McLean, VA, June 19, 2018—NICSA announces the launch of two new committees as it further expands its reach into the product and distribution arenas. Deepening the association’s engagement among distribution and data analytics executives will complement NICSA’s historical mission of advancing leading practices among technology, compliance and operations professionals within the asset management industry. Under […]
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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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Nicsa
12-04-2019
Nicsa Announces Updated Membership Fee Structure
Wellesley, MA - May 10, 2004 - The NICSA Board of Directors have approved a modification in NICSA’s membership fee structure. NICSA membership fees have remained unchanged for the past ten years. During that decade consumer prices increased 27% and industry assets grew 252% from $2.1 trillion to $7.4 trillion. In that same time, although […]
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Nicsa
12-03-2019
Nicsa Partners With NECF In Support of First-of-its-kind Online Program Through UC Berkeley
Boston - January 26, 2004. The National Investment Company Service Association (NICSA) announced today that it is partnering with New England College of Finance (NECF) to promote a new online program with UC Berkeley Extension. This innovative and timely program, entitled "Accelerated Program in Financial Services", was created under the direction of an Advisory Board […]
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Nicsa
12-03-2019
Nicsa Announces Election of Nine New Members to their Board of Directors
Boston, MA – October 17, 2019 – Nicsa is announcing it has elected nine new members to their Board of Directors: Brandon Anderson – SS&C Patrick Curtin – Citi Clint Harris – Invesco Chris Keller – Harris Associates Frieda Lewis – Broadridge Dan Moorman – Wells Fargo Eileen Norton – TD Ameritrade David Rosen – […]
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