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 Industry News Digest | March 2015

NICSA Industry News Digest | March 2015
Here’s our recap of the stories that mattered to operations professionals in the investment industry last month.

NICSA Industry News Digest | December 2014

NICSA Industry News Digest | December 2014

Here’s our recap of the stories that mattered to operations professionals in the investment industry last month.

NICSA Committee Spotlight | Retirement Committee

NICSA Committee Spotlight | Retirement Committee

The small, but passionate, group of volunteers of the NICSA Retirement Committee is the focus of this quarter’s NICSA Committee Spotlight!

Led by co-chairs Allan Browns, Waddell & Reed Services Company and Perri Williams, Invesco, the goal of the NICSA Retirement Committee is to share information and best practices related to the operation of retirement plans and accounts within the fund industry.

NICSA Industry News Digest | October 2014

NICSA Industry News Digest | October 2014

Here’s our recap of the stories that mattered to operations professionals in the investment industry last month.

Pensions, population and policy | 2014 update

Pensions, population and policy | 2014 update

Retirement savings have been a key driver of the growth of the investment industry over the past 3 decades – but what drives retirement savings? Is it demographic trends or public policy or something else?

In this post we update our graphic look at some of the factors that may determine the level of pension assets.  We compare a small group of countries, primarily in the developed world, using data from Towers Watson’s recently-released 2013 Global Pension Assets Study.

NICSA and IRI | Beneficiary Designation Practices Survey

NICSA and IRI | Beneficiary Designation Practices Survey

Don't forget to participate in the NICSA and the Insured Retirement Institute's expanded survey on best practices in beneficiary designations!

NICSA Industry News Digest | May 2014

NICSA Industry News Digest | May 2014

Here’s our recap of the stories that mattered to operations professionals in the investment industry last month.

8 ways big data can help our industry

8 ways big data can help our industry

Big Data can provide a huge advantage to all kinds of businesses. But how can firms in the asset management industry use it best? Here are eight business areas that are great candidates for sophisticated analytics...

NICSA and IRI | Beneficiary Designation Practices Survey

NICSA and IRI | Beneficiary Designation Practices Survey

NICSA and the Insured Retirement Institute request your participation in an expanded survey on best practices in beneficiary designations. A 2012 survey by NICSA’s Retirement Committee found significant variation in practices. This broader survey is designed to give your firm definitive information for benchmarking your practices.

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