Get best-practice insights on talent search and onboarding tactics that lead to diverse candidate slates. Hone your firm’s recruitment and retention strategies with expert guidance from our panelists.

Interacting with advisors continues to evolve at a faster pace than ever. Broker teams, advisory groups, and the use of home office models have continued to distribute investment decisions across individuals at advisory firms. Advisors themselves are being bombarded by more communications than ever, and wholesalers need to find effective ways of engaging advisors. The panel will explore the growth of teams and models in the industry, the roles individuals take with advisory firms, the data needed to make and track sales, and how to have effective interactions with advisors.

Interacting with advisors continues to evolve at a faster pace than ever. Broker teams, advisory groups, and the use of home office models have continued to distribute investment decisions across individuals at advisory firms. Advisors themselves are being bombarded by more communications than ever, and wholesalers need to find effective ways of engaging advisors. The panel will explore the growth of teams and models in the industry, the roles individuals take with advisory firms, the data needed to make and track sales, and how to have effective interactions with advisors.

Get best-practice insights on talent search and onboarding tactics that lead to diverse candidate slates. Hone your firm’s recruitment and retention strategies with expert guidance from our panelists.

Hear about the digitization trends and use cases that have made Luxembourg the FinTech gateway to Europe.

View the highlights from Nicsa's Strategic Leadership Forum, which took place from March 30 - April 1, 2022 in Ponte Vedra Beach, FL.

​Nicsa, in partnership with DFIN Solutions, has published the Transfer Agent Compliance Guide to help keep our membership up to date on the current compliance standards as they relate to the transfer agent function.

Join us for an important discussion about race in the global asset management industry.

Asset managers from both sides of the Atlantic are offered a timely view on global legislative timelines for 2021, including updates and action plans from regulatory experts. This webinar is aimed at providing information on new developments, regulations, and trends that global asset managers should be tracking for the year ahead.

By highlighting a variety of regulatory changes impacting asset managers, the program will help firms prepare for new and existing regulations. This panel will feature a combination of fund experts, legal professionals and compliance and regulatory executives.

Asset managers around the globe are embarking on ambitious and comprehensive strategies for addressing the transition to a sustainable economy.

By highlighting a variety of regulatory changes impacting asset managers, the program will help firms prepare for new and existing regulations. This panel will feature a combination of fund experts, legal professionals and compliance and regulatory executives.