Empowering Women in Asset Management

Empowering Women in Asset Management

Women may account for more than half of the entry-level financial services workforce, but that doesn’t mean they will face a level playing field further along in their careers. According to Women in the Workplace, an initiative between McKinsey & Company and LeanIn.org, women are significantly underrepresented in the upper ranks of financial-services companies, accounting…

Face the Membership with CNBC’s Tyler Mathisen

Face the Membership with CNBC’s Tyler Mathisen

NICSA members kicked off the second day of the NICSA’s 2019 Strategic Leadership Forum with an appearance from CNBC’s own Tyler Mathisen. Mathisen, “Power Lunch” Co-Anchor & Vice President of Events Strategy at CNBC, used his vast experience in financial journalism to lead a group of C-suite executives through a discussion around the latest business trends…

Is the Asset Management Industry ‘Data Driven’ Yet?

Is the Asset Management Industry ‘Data Driven’ Yet?

When it comes to data and analytics, Lyndsay Noble, Head of Advance Analytics Practice, SS&C, said asset managers should know where to channel their efforts. “When people think about data-driven companies, they often consider what is known as FAANG: Facebook, Apple, Amazon, Netflix, and Google,” Noble said during a breakout session at NICSA’s recent Strategic…

Perspectives from Abroad

Perspectives from Abroad

Asset managers from worldwide markets came together to share their diverse perspectives on global product trends, distribution, and regulatory issues during NICSA’s Strategic Leadership Forum this month. The unique opportunity helped NICSA members understand how to better meet global market needs. Andrew Dougherty, Head of Asset Managers and Alternative Investors, Americas, BNP Paribas, moderated the…

Pearls of Wisdom from Morgan Stanley’s Carla Harris

Pearls of Wisdom from Morgan Stanley’s Carla Harris

Industry powerhouse Carla Harris, Managing Director and Senior Client Advisor at Morgan Stanley, shared “hard earned and hard learned” pearls of wisdom from her 32-year career on Wall Street during NICSA’s Strategic Leadership Forum this month. “I dare say that I’ve learned a few things about not only surviving, but more importantly, thriving, in the…

The Great Wealth Transfer: The Future of Advice

The Great Wealth Transfer: The Future of Advice

As we teeter on the precipice of one of the greatest wealth transfers in history — in which U.S. baby boomers are expected to pass down a collective $68 trillion to Generation X and Millennials — asset managers must plan for the future of an aging client set.  To help them do so, Bill McManus,…

Artificial Intelligence: Transforming the Asset Management Industry

Artificial Intelligence: Transforming the Asset Management Industry

In 2016, scientists at SONY CSL Research Lab released “Daddy’s Car,” the first full song composed by artificial intelligence. The company’s AI software, called Flow Machines, created the song using machine learning.  “They ‘taught’ it using a database of songs, including a lot of the Beatles,” said Kelley Conway, Managing Director, Technology Advisory Practice at…

Distribution Disruption — From Both Sides

Distribution Disruption — From Both Sides

Broker-dealers and asset managers joined together to outline their unique perspectives on distribution during a General Session at NICSA’s recent 2019 Strategic Leadership Forum. The two panels, moderated by experts at Legg Mason and Merrill Lynch, focused on product innovation and platform enhancements, as well as scale, flexibility, and customization for advisors, home offices, and…

Industry Leaders Tackle Data, Product Development, and Talent Management

Industry Leaders Tackle Data, Product Development, and Talent Management

Leaders from the asset management industry provided their take on key industry trends and how they will play out during 2019 during a recent #WebinarWednesday event on the topic. Jim Fitzpatrick, President of NICSA, moderated the esteemed panel, which also included experts from Columbia Threadneedle, Morgan Stanley, and Oppenheimer Funds. “Our goal is to provide you…

NICSA To Recognize Volunteers of the Year at Strategic Leadership Forum

NICSA To Recognize Volunteers of the Year at Strategic Leadership Forum

NICSA is pleased to announce the winners of its 2019 Volunteer of the Year Awards. Volunteers will be honored at the NICSA Strategic Leadership Forum held from April 3-5, 2019 at the Sawgrass Marriott Golf Resort and Spa in Ponte Vedra Beach, FL. “NICSA’s Volunteer of the Year Awards recognize the outstanding efforts of members…

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