Guarding Grandma’s Assets

Author: NICSA Almost 37 percent of seniors are affected by financial abuse in any given five-year period (1)—an alarming statistic considering that only 1 in 44 cases is reported (2) “This really underscores the need for better protection, preventative measures, tools and processes to combat this problem,” Nick Nichols, Vice President, Risk and Compliance Intelligence Group, DST Systems, Inc.

TREND GURU JEREMY GUTSCHE TO UNLOCK INNOVATION AT NICSA’S GMM

Author: NICSA “On the forefront of cool” may not be something you’d expect at a financial industry trade event. But this is no ordinary event. This year’s GMM will focus on technology and innovation, and joining our line-up of impressive speakers is trend guru Jeremy Gutsche, an award winning innovation expert and “intellectual can of Red Bull.” The theme of the GMM, “Leveraging Innovation to Drive Growth,” focuses on the work and experience of business leaders in the asset management industry.

BlackRock: AI is Already Here

Author: NICSA BlackRock’s Jody Kochansky, Head of BlackRock’s Aladdin Product Group, weighs in on the impact of artificial intelligence on the financial industry. Machine learning, natural language processing, and scientific data visualization are actively being integrated into business processes to improve investment performance and client service.

Putting Tech Into Practice at the GMM

Author: NICSA When contemplating a focus theme for this year’s General Membership Meeting, one subject dominated the discussion: TECHNOLOGY. Amid the uncertainty ever-present in our industry today, one thing is for sure: technological advances are beginning to take a real foothold in the everyday lives of asset management professionals.

Mottos & Wedding Vows: The Search For Trust

Author: NICSA Invesco’s Jack Tierney weighs in on why the clarity of fixed income investing may offer solace in the wake of the DOL fiduciary rule. Great opportunities abound for productive, forward-looking conversations about financial goals and objectives, and the “known knowns” of fixed income – such as bond type, investment stream characteristics, and how long holdings may remain in a portfolio – may help further the advancement of the advisor-investor relationship.

Jump Start Analytics with Data You Already Have

Author: NICSA On #WebinarWednesday, NICSA members had the opportunity to learn how firms are taking advantage of data to improve all levels of their organizations. Jackie Noblett, Senior Reporter, Ignites, led experts from Albridge Analytics, DST Systems, Inc., Franklin Templeton and SalesPage Technologies LLC through the in-depth discussion (NICSA members can access the replay here).

RPA: Breaking Down the Hollywood Factor

Author: Allison Lovett, Vice President, Content Manager, NICSA Technology seems to be a central theme, one that permeates every business line of the asset management industry today—and RPA is beginning to take center stage.

DOL: Soft Launch Kicks In

Author: Jim Fitzpatrick, President, NICSA Today, the DOL fiduciary rule officially goes into effect – partially!. This ends weeks of speculation as to whether the Department of Labor would again delay its implementation.

COMMUNICATING WITH FUND BOARDS IN THE DIGITAL AGE: WEBINAR RECAP

Author: Allison Lovett, Vice President, Content Manager, NICSA What is the state of attorney-client privilege in the asset management industry? What constitutes legal advice? Recent rulings in this area have uncovered myriad considerations for fund management teams regarding the protection of confidential and proprietary info.

CYBER TOPS CORPORATE RISK DASHBOARD: WEBINAR RECAP

Author: Allison Lovett, Vice President, Content Manager, NICSA Cyber is number one on the corporate risk dashboard across the globe NICSA recently hosted several data security experts from Multifonds, Invesco, and the FBI to talk about the current landscape of cyber threats within financial services.  

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