Blogs

Be the first person to recommend this.
Boston, MA – January 30, 2025 — Nicsa has announced its Volunteer of the Year Awardees, who will be honored at its Strategic Leadership Forum on March 6 in Ft. Lauderdale, FL. Nicsa’s Volunteer of the Year Awards recognize outstanding efforts of members who are dedicated to supporting the mission of the Association, serving the global asset and wealth management community, and advancing the broader industry. Nicsa’s committees work to provide association members with educational resources on the issues that matter most to the global asset and wealth management industry. On behalf of Nicsa, committee members support the association’s mission of ...
0 comments
Be the first person to recommend this.
To the Nicsa Community, I hope 2025 is off to a great start for our members. It’s a privilege to be part of a network offering unique connectivity among industry professionals to better serve clients, support employees, and drive innovation in the asset and wealth management landscape. With over 30 committees covering front-to-back-office business functions, Nicsa has seen growing engagement and new volunteers. The success we enjoy is primarily a result of the passion and energy of these communities, collaborating on today’s top-of-mind industry issues. Looking ahead, I’m excited to share the dates for our 2025 signature events. These ...
0 comments
Be the first person to recommend this.
In the ever-evolving landscape of asset and wealth management, fostering innovation through inclusivity is business imperative. The Diversity Project North America (DPNA) is at the forefront of this mission. At the heart of DPNA’s efforts are its committees, each working collaboratively to promote best practices, create meaningful initiatives, and drive lasting change. Here’s how each committee is contributing to a more inclusive and innovative future. Education Engagement Committee: Expanding the Talent Pipeline Attracting and retaining the best early-career talent is essential for the industry's long-term sustainability. The Education Engagement ...
0 comments
Be the first person to recommend this.
Boston, MA – January 14, 2025 – Nicsa, a leading not-for-profit trade association connecting the global asset and wealth management industry, is thrilled to announce an exceptional lineup of speakers for its 2025 Strategic Leadership Forum (SLF), taking place March 5-7 in Fort Lauderdale, Florida. The conference will feature Cheri Belski, Executive Vice President and Head of Investment Management Solutions at LPL Financial; Ida Liu, Global Head of Citi Private Bank; and Eric Pan, President and CEO of the Investment Company Institute (ICI). The Strategic Leadership Forum , renowned for advancing thought leadership and fostering collaboration, will bring together ...
0 comments
Be the first person to recommend this.
Boston, MA – December 19, 2024 – Nicsa , a leading association in support of the asset and wealth management industry, recognizes its Committee Chairs for the first half of 2025. These individuals will help lead the nonprofit’s work to advance leading practices across a wide spectrum of industry business lines. Nicsa’s committees are open to employees of member firms and comprise professionals across divisions, departments, and all levels of management. Committee engagement is focused on professional networking and collaboration centered on the latest industry trends. A full list of Nicsa Chairs and Diversity Project North America Chairs follows: New ...
0 comments
Be the first person to recommend this.
Boston, MA – December 3 , 202 4 – Nicsa, a premier trade association dedicated to fostering innovation and collaboration in the asset and wealth management industry, is thrilled to announce the appointment of Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships. Ms. Walter brings an impressive track record in financial services and a dynamic vision for advancing best practices across the industry. With extensive expertise in portfolio strategies, investor relationship management, and thought leadership, she is well-positioned to contribute to Nicsa's mission of advancing excellence and connectivity ...
0 comments
Be the first person to recommend this.
Boston, MA – December 3, 2024 – Nicsa, a leading not-for-profit trade association serving the asset and wealth management industry, is pleased to announce the promotion of Allison Walsh to Executive Director, Head of Membership, Sales & Marketing. Ms. Walsh has been an integral part of Nicsa for over five years, demonstrating leadership and commitment to the organization's mission. In her previous role as Vice President of Marketing, she led initiatives that significantly increased Nicsa's visibility and member engagement. Before joining Nicsa, Ms. Walsh gained over a decade of experience in various marketing roles. She was a Marketing Manager ...
0 comments
Be the first person to recommend this.
In a live session "Mastering Alternative Investments: Onboarding & Educating Advisors," asset and wealth management experts shared insights on effectively integrating alternative investments (alts) into financial advisory practices. The discussion, center stage at Nicsa’s 2024 Asset & Wealth Management Summit , focused on democratizing access to alts, the importance of specialized education for advisors, and practical strategies for portfolio construction. Kirsten Pickens, Managing Director and Co-Head of U.S. Distribution, FS Investments moderated the discussion among the following panelists: Joanna Berg, Director, Sr. Alternative Investments ...
0 comments
Be the first person to recommend this.
Nicsa’s 2024 Asset & Wealth Management Summit highlighted Artificial Intelligence’s (AI) promise to transformative the industry. Yet, the journey from concept to practical deployment is fraught with challenges. In the session "Implementing Artificial Intelligence: Getting to Results," a panel of experts unpacked their experiences, sharing both triumphs and trials in AI implementation. Vanessa Touma, Head of CX Strategy, Distribution Intelligence and Digital Sales, Invesco moderated the discussion revolving around finding the right AI objectives, building organizational trust for adoption, and defining success metrics. Speakers included: Rob ...
0 comments
Be the first person to recommend this.
In an engaging session at Nicsa’s 2024 Asset & Wealth Management Summit , Brian Moran, CEO and Founder of FLX Networks , shared an inspiring “Entrepreneur's Story." Moran took the audience on a deep dive into how AI is fueling transformative growth. He identified industry inefficiencies and the need for innovation to revolutionize industry practices. Moran highlighted crucial shifts in the asset and wealth management industry; here are the key takeaways: Critical Trends Disrupting the Asset and Wealth Management Space Outdated Distribution Models : Traditional methods of delivering investment products are labor-intensive and inefficient, necessitating ...
0 comments
Be the first person to recommend this.
The 2024 Asset & Wealth Management Summit , hosted by Nicsa, presented two days of dynamic content featuring key executives sharing insights on the most pressing issues in our industry today. In the session titled "Regulatory Shifts: What's Next for AI and Alts," industry experts provided a deep dive into the evolving regulatory landscape impacting artificial intelligence (AI) and alternative assets. The session was moderated by Joanne Kane, Chief Compliance Officer, Global Investor and Distribution Services, US, SS&C , and illuminated the opportunities and challenges posed by rapid technological advancements and the regulatory frameworks attempting ...
0 comments
Be the first person to recommend this.
Nicsa’s Asset & Wealth Management Summit examined the evolving landscape of alternative investments, including the niche firms, technology platforms, and service providers that are emerging to support the alts ecosystem. Marty Griffin, Managing Director at Beacon Ridge Capital Management , moderated the panel of thought leaders including: Andrew Barnum, Senior Vice President – Wealth Managers, iCapital Nick Darsch, Managing Director, Ultimus Fund Solutions York Lo, Global Head of Alternative Product Management, John Hancock Justin Schwartz, Executive Director, Product Management, Wealth Management Services, DTCC Following are key ...
0 comments
Be the first person to recommend this.
Nicsa’s Asset & Wealth Management Summit featured an exploration of how to put Artificial Intelligence to work within industry organizations. The “AI Unleashed” session highlighted adoption trends, use cases, challenges, and future projections. Leaders in asset management and banking discussed AI’s evolving role, emphasizing the importance of thoughtful implementation, regulatory preparedness, and cultural adaptability. The panel focused on which AI strategies are delivering the most value, from investment management and client engagement to compliance, risk management, and reporting. Accenture’s Senior Manager Michael Sands moderated the discussion ...
0 comments
Be the first person to recommend this.
Nicsa’s Asset & Wealth Management Summit featured a deep dive into the growth of alternative investments. The Summit keynote featured expert insights on the integration of alts with traditional asset classes, distribution strategies, advisor education, and expanding access to non-traditional investments, aiming to support growth in alternative asset adoption. Speakers: Doug Krupa, Managing Director and Head of Global Wealth Solutions in the Americas, KKR David Unanue, Director, Wealth Management Investment Resources, Capital Group Key Points: Evolving Market Demand There is a growing demand among institutional and high-net-worth ...
0 comments
Be the first person to recommend this.
Nicsa’s Asset & Wealth Management Summit in Boston featured a compelling keynote titled "The Artificial Intelligence Revolution," wherein David Wu, Head of Generative AI at Morgan Stanley Wealth Management , illuminated how AI is reshaping the asset and wealth management industry. Wu’s visionary insights underscored the transformative potential of AI, revealing both the opportunities and challenges ahead. Here are the key takeaways: Engagement as a Cornerstone The most successful advisors prioritize client engagement. Regular, meaningful interactions—whether through calls, emails, or meetings—are crucial in building trust and enhancing client relationships. ...
0 comments
Be the first person to recommend this.
Nicsa’s Asset & Wealth Management Summit in Boston brought together industry leaders to explore the dynamic role of AI in investment management. Kaushal Vinodchandra Sheth, Chief Architect Officer at GFT delivered a compelling session on the transformative potential of Artificial Intelligence within asset and wealth management. Following are key takeaways from the session, highlighting AI’s integration into financial services. 1. From Machine Learning to Machine Intelligence: Sheth highlighted the rapid advancements in AI, driven by organizations like OpenAI, Google, and DeepMind. While traditional machine learning focused on data analysis, machine ...
0 comments
Be the first person to recommend this.
Nicsa’s Asset & Wealth Management Summit kicked off with a dynamic session featuring top C-suite executives in the asset and wealth management industry. Moderated by Kevin Mahn, President and Chief Investment Officer at Hennion & Walsh Asset Management , this session dove into the most pressing issues and innovations in our industry today. Panelists Michelle Fuller, Independent Consultant, formerly Head of US Private Wealth at John Hancock Kristina Hooper, Chief Global Market Strategist, Invesco Rob Kane, Director, Alternative Investments, Commonwealth Financial Network The discussion focused on insights on the economic landscape, ...
0 comments
Be the first person to recommend this.
Boston, MA – October 22, 2024 – Nicsa, a prominent association in the asset and wealth management industry, is excited to reveal the recipients of the 2024 Nicsa NOVA Awards. These prestigious awards celebrate outstanding achievements in leadership and innovation across the industry. The winners of this year's awards are: Lifetime Achievement Satnam Gambhir, Chief Executive Officer & Chief Design Officer, Envision Financial Systems Strategic Leadership - William T. Blackwell Award Amrit Kanwal, Chief Financial Officer, MFS Investments Outstanding Service - Robert L. Gould Award Eileen Storz-Salino, Executive Director, ...
0 comments
Be the first person to recommend this.
Each year, from September 15 to October 15, National Hispanic Heritage Month celebrates the rich histories, cultures, and contributions of Hispanic and Latino communities. This period is a time to reflect on the profound influence Hispanic Americans have had on the history of the United States and the world. Many of Nicsa’s Diversity Project North America (DPNA) member firms recognized Hispanic Heritage Month with events and activities that foster education, cultural appreciation, and community engagement. DPNA’s Industry Engagement & Events Committee gathered ideas from member firms reflecting the ways they celebrated Hispanic Heritage Month and highlight ...
0 comments
Be the first person to recommend this.
Boston, MA – October 14, 2024 – Nicsa, a non-profit trade association dedicated to connecting all facets of the asset and wealth management industry to advance leading practices , is pleased to announce the appointment of several distinguished professionals to its Board of Directors. These new board members bring a wealth of expertise, diverse perspectives, and industry leadership that will play a pivotal role in furthering Nicsa’s mission to foster collaboration, innovation, and best practices within the asset and wealth management community. Their collective impact is expected to drive meaningful progress in addressing the challenges and opportunities facing ...
0 comments