Half of advisors are saying they will not meet an asset manager sales representative in person under any circumstances, and only 29% say they will only meet remotely, according to recent research conducted by SS&C in association with Horsesmouth. “This speaks to the importance of...
Guest Blog by ALFI, a Nicsa partner. The Association of the Luxembourg Fund Industry (ALFI) represents the face and voice of the Luxembourg asset management and investment fund community. The following article was written by Michael Maldener, Managing Director & Conducting Officer at...
If history has taught us anything, it’s that even the largest firms in the asset management industry had to start somewhere. So how can today’s smaller firms follow in their footsteps, gaining market share against the current backdrop of fewer resources and continued consolidation? ...
There’s no doubt that last year’s events caused a paradigm shift in the way we foster meaningful connections with clients and prospects. Despite the challenges, the agile professionals in our industry have found clever ways to adapt to new operating environments. “Wholesalers are...
Nicsa members received an in-depth look at current distribution trends during a Webinar Wednesday event moderated by Lesley Keefe, Managing Director at EY. The session, held early November, featured panelists from EY’s wealth and asset management business consulting practice. During the...
Nicsa members received a detailed look into product lifecycle challenges from the distributor’s point of view during the second day of GMM 2020, held virtually on October 8. Linda York, Senior Vice President of Cogent Syndicated, moderated the event, which featured diverse perspectives...
As advances in technology and other trends continue to reshape the role of the financial advisor, it’s clear that an agile approach is key. Members had the opportunity to explore the most important actions advisors are taking to change their practice and what they will need to be ready for the...
FinTech firms are increasingly making an impact on the asset management landscape — but what specific forces are driving this disruption, and where will they lead the industry? Members explored this topic during an interactive educational clinic held at Nicsa’s latest SLF event in February of...
Nicsa members kicked off the 2020 Strategic Leadership Forum in February with a deep dive into fee structures with Wall Street veteran Peter Kraus. For more than four decades, Kraus worked at major financial institutions — including Goldman Sachs, Merrill Lynch, and AllianceBernstein (AB). ...
Washington, D.C. – May 21, 2019 —NICSA, a leading trade association dedicated to fostering dialogue and connecting all aspects of the global asset management industry, today announced the launch of two new committees as it further expands its reach into the product and distribution business...