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…

Building Deeper Advisory Relationships with Data

Building Deeper Advisory Relationships with Data

If you’re looking to form stronger advisory relationships, try turning your existing client data into a winning asset. According to a report from Broadridge, asset managers should integrate data and analytics into their marketing strategies in an effort to acquire talent, forge deeper relationships, and encourage retention.  Tim Kresl, Principal, Broadridge Financial Solutions, Inc., told…

JP Morgan’s Dr. David Kelly to Headline at NICSA GMM in October

JP Morgan’s Dr. David Kelly to Headline at NICSA GMM in October

Author: NICSA NICSA members will get a unique opportunity to hear investment ideas and business strategies from one of the industry’s most respected authorities on capital markets in an intimate setting at the General Membership Meeting in Boston, this October. Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights…

#Trending 2025: Asset Management of the Future

#Trending 2025: Asset Management of the Future

NICSA members examined the future of asset management industry and how upcoming trends can be leveraged to drive growth during a panel discussion at NICSA’s SLF on Thursday, March 1. Paul Kraft, Partner at Deloitte, moderated the panel, which featured experts from esteemed global consulting firms. “The target group that everyone’s trying to track down…

Identifying Growth Opportunities in an Evolving Asset Management Industry

Identifying Growth Opportunities in an Evolving Asset Management Industry

On Thursday, March 1, members attending NICSA’s Strategic Leadership Forum gained insight on emerging trends and opportunities for asset managers and fund companies from the perspective of a leading independent investment research company. Kunal Kapoor, CEO of Morningstar, shared his view on the influx of change in the industry with the 350+ asset management executives…

Forces Shaping the Regulatory Landscape

Forces Shaping the Regulatory Landscape

It’s been a decade since the global financial crisis, and the industry remains in the midst of a changing regulatory environment. NICSA members heard a panel of experts discuss the future of these regulations during NICSA’s 2018 Strategic Leadership Forum. The panel, moderated by Don Andrews, Partner & Global Practice Leader for Risk and Compliance…

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