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.

GMM 2016 – Tackling Transformational Change Head-On!

GMM 2016 – Tackling Transformational Change Head-On!
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.

NICSA’s GMM is Coming to Boston

NICSA’s GMM is Coming to Boston
Beyond the Basics Learn how industry leaders are putting plans into practice at the 2016 GMM  We know your time is valuable. That’s why NICSA has set out to make the most of this year’s General Membership Meeting (GMM), taking place September 19-20, with content that is meant to inform and inspire, and that includes actionable items for you to take back to your home teams.

Applications Now Being Accepted for the Blackwell Scholarship

Applications Now Being Accepted for the Blackwell Scholarship
The NICSA / William T. Blackwell Scholarship Fund recognizes outstanding students of the NICSA family with financial and social support for postsecondary education. The program is designed to support students pursuing degrees in the global investment management industry during their junior and senior years of college.  

Money Market Reform – the Future of the Prime Money Market Fund

Money Market Reform – the Future of the Prime Money Market Fund
After 6 years of discussion and deliberations the Securities and Exchange Commission issued final regulations in July 2014 consisting of 869 pages of rules and requirements aimed at reducing risk and protecting investors in money market funds, which become effective in October 2016.

NICSA Announces the Recipients of the 2015 MVP Awards

NICSA Announces the Recipients of the 2015 MVP Awards
During its 34th annual conference, held in Hollywood, Florida, January 31 – February 2, 2016, NICSA announced the recipients of the 2015 MVP awards.  

Building Bridges | Connecting Hearts, Minds and Wallets

Building Bridges | Connecting Hearts, Minds and Wallets
NICSA 2015 General Membership Meeting Keynote Speaker Darby Hobbs provides a preview of her session on: Global Trends in Social Innovation and Impact to Sustainable Living: "The investment management business has come a long way in terms of branding and marketplace engagement in today’s interconnected world. But, according to Darby Hobbs, founder and president of SOCIAL3, a disconnect remains. For individuals, that disconnect exists between understanding their value drivers—what matters most in their lives—and how to map that to their investment strategy."

NICSA Announces the Winners of the 2015 NOVA Awards

NICSA Announces the Winners of the 2015 NOVA Awards
“The NOVA Awards program highlights NICSA’s commitment to innovation and achievement within the global investment management community through the recognition of industry leaders who have set their organizations apart by exemplifying outstanding service and embracing new technologies. This year’s winners once again highlight the best of the best in our industry.” said George Batejan, Chair, Board of Directors, NICSA.

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