A recent NICSA webinar, speakers from EY Global Services, BNY Mellon, Boston Financial, and Deutsche Asset & Wealth Management summarized the changes they foresee for MMFs.
When it comes to unclaimed property, consistency is a hard thing to come by. At the 2014 NICSA General Membership Meeting, representatives from Georgeson, Prudential and UPRR gave attendees an inside look at the crazy, mixed-up world of unclaimed property in this NICSA News post.
The Results are in... | NICSA Beneficiary Designation Survey
In June 2014, NICSA and the Insured Retirement Institute set out to discover more information on best practices in beneficiary designations by surveying retirement plan administrators and individual retirement account custodians.
To view the findings from this year's survey, take a look at the official NICSA Press Release announcement.
If you are a NICSA member and are interested in viewing the Beneficiary Designation Survey results, log into the member portal and use the following link to view the results presentation.
Featuring articles on cybersecurity, Millennials and technology...plus picks from NICSA members in this issue of the NICSA Industry News Digest. Catch up on the stories that mattered to operations professionals in the investment industry last month.
Read the November 2014 issue.
Speaking at NICSA’s General Membership Meeting -- in a session moderated by Eaton Vance’s Eileen Storz-Salino -- Suzanne Nersessian and Stephanie Roche of Deloitte provided an overview of the control reports used in the fund industry, including the Financial Intermediary Controls and Compliance Assessment prepared by firms providing omnibus recordkeeping services.
Read more in this NICSA News featured post.
There are those — including an influential group of economists — who say that “Demographics is destiny.” And nowhere does that seem more true than in the U.S. fund industry.
This video, presented on September 23rd at the ALFI Global Distribution Conference in Luxembourg, summarizes population trends in the United States since 1900. Take a look...