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.


NICSA’s annual East Coast Regional Meeting, which took place April 6 in Boston, focused on Artificial Intelligence and its impact on the financial services industry. A full house was indication that this is a timely and compelling topic.

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

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.


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?

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

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

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.

#SLFnicsa Wrap Up

Throughout the 2017 NICSA Strategic Leadership Forum, which took place January 29-31 in Hollywood, Florida, the theme of Disruptors Facing the Asset Management Industry prevailed. From new technology to uncertainty in the regulatory landscape, discussions focused on how financial professionals will handle strategic business planning in 2017 and beyond.

NICSA Honors Committee Award Winners at Strategic Leadership Forum

NICSA announces the winners of the 2017 MVP Awards at the NICSA Strategic Leadership Forum held from January 29-31, 2017 in Hollywood, Florida. NICSA’s committees work on behalf of the organization to provide its members with content, resources, and events to keep up-to-date on evolving issues within the global investment management industry.

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