The roundtable discussion provided insights into various aspects of the asset and wealth management industry, including market trends, investment vehicles, advisor distribution, and the growth of RIA channels. The discussion explored projected market share of different investment vehicles like...
During Nicsa ’s recent NYC-based Fearless Leadership Symposium , ABC correspondent Byron Pitts led a discussion among industry leaders about the pivotal issues shaping the DEI journey in asset and wealth management. Bob Adams , Chief Operations Officer, Fidelity Investments and ...
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Attendees of Nicsa's 2024 Strategic Leadership Forum explored the evolution of customization in asset and wealth management in a live session titled The Quest for Hyperpersonalization . The discussion highlighted the shift from basic alignment of client needs with...
Each year, market intelligence provider Cerulli Associates surveys more than 10,000 affluent investors to identify investment product development trends. In early March, attendees of Nicsa's Strategic Leadership Form were given valuable takeaways from this research, as well as strategic insight...
In the asset management industry, harnessing data correctly helps distribution teams boost productivity and improve client engagement, among other benefits. Leaders from Franklin Templeton, Allspring Global Investments, and Morgan Stanley took a deep dive into this topic during a recent session...
Companies like Amazon, Uber, and Airbnb have radically altered customer expectations — and in doing so, they've raised the bar for everyone. As a result, people now expect Amazon-like conveniences across all industries and areas of practice, including financial services. Members of Nicsa ...
A Guest Blog by Sanne-LIS, Luxembourg | ALFI Member Pierre Weimerskirch, Managing Director, Sanne-LIS, Luxembourg Over the last 10 years alternative investments have grown tremendously, with 2021 breaking records. Luxembourg, as a leading international hub for the distribution of...
Today’s Headlines and Tomorrow’s Trends: A Look at the Industry from the Viewpoints of Broker-Dealers and Asset Managers Nicsa members explored the here and now with an eye toward the future during the 2022 Strategic Leadership Forum (SLF) on March 30. The two-part session gave...
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...