GMM Planning Underway: New Location and a Nod to Tech

GMM Planning Underway: New Location and a Nod to Tech
Spring is finally emerging, and so are plans for the next General Membership Meeting (GMM) event. NICSA is looking forward to seeing a new location and the development of rich programming help to create a productive meeting experience for its members.

What Would Belichick Say?

What Would Belichick Say?
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.

Morningstar Weighs In On Potential Regulatory Rollback

Morningstar Weighs In On Potential Regulatory Rollback
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.

Lessons Learned at the Strategic Leadership Forum

Lessons Learned at the Strategic Leadership Forum
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.

The Year of the Crescendo: Excitement Builds Around SLF

The Year of the Crescendo: Excitement Builds Around SLF
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.

NICSA SLF: Warm Up With Some Heated Discussion

NICSA SLF: Warm Up With Some Heated Discussion
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.

Building on Sand

Building on Sand
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.

Disrupted or Just Diverted?

Disrupted or Just Diverted?
By Jim Fitzpatrick President, NICSA 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.

Change is Happening. Now.

Change is Happening. Now.
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 MWRM 2016: Preparing for What’s Next

NICSA’s MWRM 2016: Preparing for What’s Next
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.

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