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Posted by: Nicsa

The Bottom Line: Exploring the Benefits of Wellness in the Workplace

The human element will become a critical asset in the workplace of the future, said David Atkinson, People and Organization Director at PwC, during a recent #WebinarWednesday on employee wellness. Atkinson moderated the event, which featured a panel of forward-thinking experts from Franklin Templeton Investments, Invesco, and MFS Investment Management. The session allowed attendees to […] read more

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Advisor Feedback: Success Strategies from Top Performers

“There’s no better way to up your game than to listen to your clients,” said Mary Kralis Hoppe, CIMA, Senior Vice President, Field Sales, US Global Wealth Management at PIMCO Investments, during a panel on advisor feedback during the NICSA GMM last month. “Oftentimes, there are a lot of disconnects as to what we think […] read more

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Jim Fitzpatrick Recognized as Leader in Diversity, Influential LGBT Ally

LGBT Great Launches 50For50 Pride Campaign NICSA is delighted to announce that President and CEO Jim Fitzpatrick is featured in LGBT Great’s #50For50 Executives campaign. The campaign showcases 50 executive leaders across the asset management industry pioneering a diverse and inclusive environment. Jim is a proud ally of the LGBT community and has been recognized for […] read more

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Preparing for the Next-Gen Client Base

Affluent millennials — defined as individuals born from 1982 to 2000 who have $100,000 or more in investible assets — are a nascent but quickly expanding population, and learning how to successfully engage them is of increasing importance to asset management firms. According to a recent study by Cogent Reports, more than a third of […] read more

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NICSA to be Featured at ALFI Global Distribution Conference

NICSA will once again partner with ALFI for the Association of the Luxembourg Fund Industry’s Global Distribution Conference from September 25-26 , where 650+ senior representatives from the global distribution community will convene to learn about the latest developments on the global distribution landscape. The conference will reflect on 30 years of UCITS, explore the […] read more

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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 […] read more

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Nicsa Joins Coalition For National Retirement Planning Week

With 79 Million Boomers on the Brink of Retirement, Comprehensive Financial Planning is Critical NICSA Joins Education, Advocacy and Industry Leaders in Sponsoring National Retirement Planning Week® April 2, 2011, Boston, MA — Reports show that this year the first of 79 million Baby Boomers will turn 65, and that 4 million boomers will turn […] read more

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Nicsa Announces Keynote Speakers For The 31st Annual Conference In Miami

Contact: Michele Liston Deputy Executive Director, NICSA 508-485-1500 McLean, VA (November 15, 2012)—NICSA, leading provider of independent education and networking forums to professionals in the global investment management community, announces the keynote speaker lineup for the 31st NICSA Annual Conference to take place in Miami on February 10-13, 2013. “The keynote speakers are a critical […] read more

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Nicsa 2018 Strategic Leadership Forum Highlights Distribution, Product Trends

McLean, VA, March 2, 2018—NICSA announces the launch of its 2018 Strategic Leadership Forum, where over 350+ executives from across the global asset management spectrum—including asset management firms, broker dealers, and professional service providers—converged in Miami, Florida to share their insights on evolving business models within the financial industry. Distribution and product trends take center […] read more

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Nicsa Welcomes New Vice Chair And Four New Members To Board Of Directors

Contact: Alyssa Gagen Director of Social Media and Marketing, NICSA 508-485-1500 Boston, MA (September 23, 2013) -–NICSA announced the appointment of a new vice chair, George Batejan, Global Head of Technology & Operations, Janus Capital Group, and four new members to its 2013-2014 Board of Directors roster, including: Peter Poulin, Principal, Deloitte; Bob Wallace, Managing […] read more

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