Investment managers start a conversation with Gen Y

Join us for the NICSA Midwest Luncheon Workshop with Keynote Address by D. Bruce Johnston Thursday, June 14th from 10 am – 2 pm in Chicago Buckingham Athletic Club, 440 South La Salle Street Register here.

Saving for college: the options

Join us for the NICSA Webinar 529 Plans in the Intermediary Channel Wednesday, June 29th from 2 pm – 3 pm Eastern Time Featuring moderator Joseph Hurley, CFA, founder of the popular website, and panelists from American Funds, Edward Jones and OppenheimerFunds.

Pozen and Hamacher in FT | Don’t hobble money market funds

Bob Pozen and Theresa Hamacher discuss the benefits of money market funds in today’s Financial Times. They suggest that increased regulation could hobble an important alternative to banks for investors and issuers.

“iPad has become a force in our business”

Webinar sponsored by: Use of tablet devices in general — and the iPad in particular — is taking the mutual fund industry by storm. That was the consensus view of the panelists on NICSA’s webinar on “The Impact of Tablets in Financial Services”, held last Wednesday, June 8th.

The old gray mare ain’t what she used to be: risk management today

Risk management was the topic of the day at the NICSA East Coast Regional Meeting, held Friday, June 3rd in New York City. Our keynote speakers provided insights on the latest news and trends: Do you hear that whistle blowing?

10 things you need to know about today’s mutual fund boards

Today’s mutual fund boards are more sophisticated than ever. They’re asking more questions about a broader range of topics — and looking for more detailed answers. How mutual fund managers can work with today’s directors was the topic of one session at NICSA’s East Coast Regional Meeting, which was held on Friday, June 3rd in New York.

28 weeks and counting. Sign up for CBRS now!

“Time is running short,” was the message from the experts speaking about cost basis reporting at NICSA’s East Coast Regional Meeting, held Friday, June 3rd, in New York.  Beginning January 1, 2012, financial firms will have to provide investors — and the IRS — with a precise calculation of gains and losses incurred on the sale of mutual fund shares.

What attracts a Gen-Y’er? Community…duh!

With Memorial Day in the rear-view mirror and sweltering heat beginning to envelop most of us already, what could be more refreshing than the prospect of a half-day NICSA workshop in the Chicago next month?!  Knowing that you don’t like to be away from the office for long, we’ve created a compact program, from 10:30 am until 2:00 pm on July 14th.

Are you an iPad user? Help NICSA plan by responding to our poll

OK, I’ll admit it — I’m an iPad junkie. It arrived only last week, but I already can’t live without it. It has transformed travel — no more hauling around a heavy laptop or resigning myself to a 2-inch screen and typing with my thumbs.

Ready, set. . . exercise. Preparing for the next crisis.

Crisis management and business continuity planning became priorities for NICSA member firms in Kansas City this week as tornadoes moved through their area. We’re relieved that everyone is safe.

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