Putting Tech Into Practice at the GMM

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

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.

RPA: Breaking Down the Hollywood Factor

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.

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.

How to Lead Change in Financial Services: Webinar Recap

How to Lead Change in Financial Services: Webinar Recap
Author: Allison Lovett, Vice President, Content Manager, NICSA We recently invited a panel of industry experts to share their insights on new technologies and the impact on client servicing and human capital management.

Industry Leaders: Transformation in Next Five Years will Outpace the Last 50

Industry Leaders: Transformation in Next Five Years will Outpace the Last 50
Author: Allison Lovett, Vice President, Content Manager, NICSA Last week, NICSA President Jim Fitzpatrick sat down with several industry senior executives from OppenheimerFunds, American Funds, Fidelity and MFS to discuss the rapid pace of change within financial services and how these asset managers are evolving in response.

BLOCKCHAIN WEBINAR RECAP: “ALL BETS ARE OFF”

BLOCKCHAIN WEBINAR RECAP: “ALL BETS ARE OFF”
Author: Allison Lovett, Vice President, Content Manager, NICSA Through our work across the financial services sector, it is clear to us that blockchain technology has the potential to transform our industry.

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.

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