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The Faces of the 2015 NICSA Strategic Leadership Forum

A picture is worth a thousand words...and what better way to capture the excitement from the 2015 NICSA Strategic Leadership Forum than through pictures. Take a look at what this year's event delivered, and see how attendees made the most of it.

 

The Faces of the 2015 NICSA Strategic Leadership Forum from NICSA
Breakout Session Recap | Harnessing Data & Technology to Propel Distribution Efforts

In this NICSA News Guest Blog feature, Beverly Dube, Vice President of Client Services, at Celera Systems recaps some of the major takeaways and "big ideas" from their sponsored breakout session at the 2015 NICSA Strategic Leadership Forum.

 

Read this NICSA News feature, today.

 

Highlights from the NICSA Strategic Leadership Forum

The 2015 NICSA Strategic Leadership Forum wrapped up on Tuesday afternoon.

 

Be sure to check out the Day 1 and Day 2 highlights!

 

 

 

 

Trends in Intermediary Oversight | 3 tips for fund companies

Omnibus accounts are now the norm for keeping records of shareholder accounts sold through intermediaries. But with a recent focus on intermediary oversight -- the policies and procedures that funds and their transfer agents use for monitoring these accounts are still evolving.

 

Ken Larsen, Vice President of Intermediary Services at Boston Financial Data Services, summarized trends in intermediary oversight on a NICSA webinar held in November 2014.

 

Read this NICSA News feature, today.

Challenging the Paradigm | Top Distribution Strategy Trends for 2015 and Beyond

A panel of experts from EY, Boston Financial and Capital Group speaking on distribution trends during a recent NICSA webinar speculated that its only a matter of time before firms such as Apple and Google enter the financial advice business.

 

This post examines how fund complexes can prepare to compete in these challenging times.

 

Read this NICSA News feature.

 

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Upcoming Events

  • Shanghai-Hong Kong Stock Connect Webinar
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  • Cybersecurity | Managing 21st Century Risk
    2015 NICSA East Coast Regional Meeting
    April 14, 2015 | Boston, MA
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  • 2015 NICSA General Membership Meeting
    October 29-30, 2015 | Boston, MA

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  • 2016 NICSA Strategic Leadership Forum
    (34th Annual Conference)
    January 31-February 2, 2016 | Hollywood, FL

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  • 2017 NICSA Strategic Leadership Forum
    (35th Annual Conference)
    January 29-31, 2017 | Hollywood, FL

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