Author: Jim Fitzpatrick, President, NICSA
“To live in the past is to die in the present.” Hey, if the motto is good enough for Bill Belichick, it’s good enough for me. Team loyalties aside, I think we can all agree that victory in business (as it is on the field) requires leaders who are change agents that promote teamwork and an unrelenting desire to persevere.
How could Trump’s call for review of Dodd-Frank and the DOL fiduciary rule impact the financial services industry? Any adjustments to the regulations are forecasted to be neutral to slightly positive for investment banks, brokerages, and asset managers, according to Morningstar analysts.
Allison Lovett, VP, NICSA Content Manager
NICSA gathered over 300 financial services executives at our Strategic Leadership Forum at the end of January to discuss some of the most timely and pertinent topics affecting our industry.
Boston Financial Data Services is excited about participating in NICSA’s upcoming Strategic Leadership Forum. Here’s why.
Anne Hebard, Managing Director, Boston Financial Data Services
NICSA Board Member Anne Hebard of BFDS weighs in on the concept of disruption and how it’s impacting financial services.
DOL rule implementation, unfolding political change, and an army of emerging technologies are sure to make 2017 one for the books. NICSA’s Strategic Leadership Forum couldn’t come at a better time.
By Dan Houlihan,
Chairman of the Board, NICSA
Executive Vice President, Corporate & Institutional Services, Northern Trust
Since our last gathering at the NICSA GMM in September, some big changes have taken place.
By Jim Fitzpatrick
On a recent business trip, as my flight was being diverted, I began to think that it felt much the same as our current journey as financial professionals. I’ve been in the business a long time, and I’ve been on many a “diverted” journey along the way, but non so dramatic as the shift in direction we all may be about to take in 2017.
The DOL fiduciary ruling is fundamentally altering the financial industry. Are you prepared? There’s an urgent need for business strategy development in this ever-fluid environment. Be sure to have your game plan in place before the final ruling takes effect.
NICSA’s Midwest Regional Meeting (MWRM) took place in Chicago on October 20. In an informal setting conducive to idea sharing and collaboration, several industry experts shared their views on “What’s Next” for the rapidly changing financial industry.
NICSA’s annual General Membership Meeting—an event that connects the global investment management industry in order to develop and advance leading practices—took place earlier this week at the Revere Hotel in the heart of Boston.