Change is Happening. Now.

Change is Happening. Now.
The DOL fiduciary ruling is fundamentally altering the financial industry. Are you prepared? There’s an urgent need for business strategy development in this ever-fluid environment. Be sure to have your game plan in place before the final ruling takes effect.

NICSA Announces the Winners of the 2016 NOVA Awards

NICSA Announces the Winners of the 2016 NOVA Awards
Investment Management Industry Leaders Honored for Excellence MCLEAN, VA – September 7, 2016 – NICSA and Money Management Executive are pleased to announce the winners of the 2016 NOVA Awards.

NICSA’s GMM is Coming to Boston

NICSA’s GMM is Coming to Boston
Beyond the Basics Learn how industry leaders are putting plans into practice at the 2016 GMM  We know your time is valuable. That’s why NICSA has set out to make the most of this year’s General Membership Meeting (GMM), taking place September 19-20, with content that is meant to inform and inspire, and that includes actionable items for you to take back to your home teams.

Applications Now Being Accepted for the Blackwell Scholarship

Applications Now Being Accepted for the Blackwell Scholarship
The NICSA / William T. Blackwell Scholarship Fund recognizes outstanding students of the NICSA family with financial and social support for postsecondary education. The program is designed to support students pursuing degrees in the global investment management industry during their junior and senior years of college.  

Swing Pricing: What You Need to Know

Swing Pricing: What You Need to Know
On Sept. 22, 2015, swing pricing gained attention in U.S. markets when the Securities and Exchange Commission (SEC) proposed to permit its use as an anti-dilution mechanism for mutual funds.

Money Market Reform – the Future of the Prime Money Market Fund

Money Market Reform – the Future of the Prime Money Market Fund
After 6 years of discussion and deliberations the Securities and Exchange Commission issued final regulations in July 2014 consisting of 869 pages of rules and requirements aimed at reducing risk and protecting investors in money market funds, which become effective in October 2016.

Just in time for Black Friday, a Holiday Tech Guide

Just in time for Black Friday, a Holiday Tech Guide
In anticipation of Black Friday, Cyber Monday, and the busiest shopping month of the year, I’m back with Boston Financial’s annual gadget guide. This year I have some truly unique new finds to share with you. Whether you’re starting your holiday shopping list, or perhaps your own wish list, you’re sure to find something for everyone!

Building Bridges | Connecting Hearts, Minds and Wallets

Building Bridges | Connecting Hearts, Minds and Wallets
NICSA 2015 General Membership Meeting Keynote Speaker Darby Hobbs provides a preview of her session on: Global Trends in Social Innovation and Impact to Sustainable Living: "The investment management business has come a long way in terms of branding and marketplace engagement in today’s interconnected world. But, according to Darby Hobbs, founder and president of SOCIAL3, a disconnect remains. For individuals, that disconnect exists between understanding their value drivers—what matters most in their lives—and how to map that to their investment strategy."

Jim Fitzpatrick Named President of NICSA

Jim Fitzpatrick Named President of NICSA
Jim Fitzpatrick has been named the new president of NICSA. Jim brings over 30 years experience to the position, including being a former NICSA board member. Most recently was President of Executive Business Coaching, Inc. where he specialized in corporate strategy and executive development. Previously, Jim was a Managing Director within Goldman Sachs Asset Management at the time of his retirement in 2011.

Strategic Leadership Forum 2016 | Call for Presentations

Strategic Leadership Forum 2016 | Call for Presentations
NICSA member service providers are invited to submit breakout session proposals for NICSA's 2016 Strategic Leadership Forum. There are 12 breakout session spots available (3 consecutive breakouts in 4 different time slots).

NICSA: 8400 Westpark Drive, 2nd Floor McLean, VA 22102 • Tel: 508.485.1500 • Fax: 508.485.1560