
Distribution & Sales
Learning programs are listed below. Visit our blog for additional content on this topic.
Nicsa Insights: Product and Distribution - Nicsa 2020 General Membership Meeting
Contains 1 Component(s)Insights on Product and Distribution from multiple sessions at Nicsa's 2020 General Membership Meeting.
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Sales and Asset Forecasting: Modeling in an Evolving Global Economy
Contains 1 Component(s)Join Delta Data and a panel of industry experts for a deep dive into the challenges and opportunities related to market modeling programs. From coordinating inputs, to tracking multiple base scenarios, to comparing outcomes versus models for ongoing forecasting improvement, learn how to streamline your sales and asset modeling efficiencies. http://www.deltadata.com
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Next Wave Distribution
Contains 2 Component(s), Includes Credits Recorded On: 11/12/2020Join us for a thorough exploration of recent research conducted by EY around asset managers’ distribution strategies. Members of the Nicsa Product & Distribution Committee participated and provided valuable contributions to this distribution research. A not-to-be-missed program for Nicsa members interested in learning about the key distribution trends identified during the research:
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Sales and Asset Forecasting: Modeling in an Evolving Global Economy
Contains 2 Component(s), Includes Credits Recorded On: 10/22/2020Join Delta Data and a panel of industry experts for a deep dive into the challenges and opportunities related to market modeling programs.
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Nicsa 2020 General Membership Meeting Recap
Contains 1 Component(s)A look back at more highlights from every session of Nicsa's 2020 General Membership Meeting.
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Nicsa 2020 General Membership Meeting Highlights
Contains 1 Component(s)A compilation of the highlight videos originally released at the end of each day of Nicsa's 2020 General Membership Meeting.
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New Age Business Development
Contains 2 Component(s), Includes Credits Recorded On: 09/16/2020A look back at how business development has evolved over the past decade, and a focus on where it’s going.
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Reg BI: Implementation & Implications
Contains 1 Component(s) Recorded On: 05/27/2020Gain insights into the best practices on implementing Reg BI rules. Our panel of experts will explore what best practices broker-dealers, registered investment advisers, and dual registrants are developing in order to enhance transparency and investor relationship quality.
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Invesco's Nate Dierkling on the Evolving FA Practice
Contains 1 Component(s)Invesco's Nate Dierkling on the evolving FA practice, relationships, and model structures
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Fidelity Investments' Tricia Haskins on Distribution Disruptors
Contains 1 Component(s) Recorded On: 02/27/2020Fidelity's Tricia Haskins on distribution disruptors and technology adaptation
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Merrill Lynch's Sandy Bolton on Leading Trends in Distribution
Contains 1 Component(s) Recorded On: 12/06/2019Merrill Lynch’s Sandy Bolton on leading trends in product development and distribution models
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BlackRock's Eve Cout on the Evolution of Model Portfolios
Contains 1 Component(s) Recorded On: 11/25/2019BlackRock’s Eve Cout on the use of model portfolios to manage client investment strategies.
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Client Journey Mapping
Contains 1 Component(s) Recorded On: 11/20/2019With advanced technology and new ways to tell the story of a customer experience, client journey mapping has moved into an integrated, data-driven operational program.
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Trends in the Advisor Market
Contains 1 Component(s) Recorded On: 07/31/2019Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors.
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Managing Advisor Succession
Contains 1 Component(s)Nicsa explores how financial institutions are thinking about advisor retirement trends and succession planning. (06/01/2019)
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ETF Product Design and Distribution Trends
Contains 1 Component(s) Recorded On: 05/08/2019Join our panel of industry executives as they discuss trends in ETF product design and distribution.
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Product Proliferation and Accessibility
Contains 1 Component(s) Recorded On: 04/11/2019How are firms addressing and modifying their product lineups?
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Building Deeper Advisory Relationships with Data
Contains 1 Component(s) Recorded On: 03/06/2019An exploration into how asset managers are addressing today’s marketplace challenges and leveraging new tools and technologies to create more fruitful relationships with financial advisors.
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Preparing for the Next-Gen Client Base
Contains 1 Component(s) Recorded On: 02/06/2019Join our panel of experts to explore surprising insights and opportunities focused on the next-generation client.
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Live From GMM: Building Better Advisor Relationships
Contains 1 Component(s) Recorded On: 10/31/2018PIMCO's Mary Hoppe on what asset managers can do to build better business relationships with the industry's top advisors.
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Trends On The Advisor Landscape
Contains 1 Component(s) Recorded On: 09/18/2018Financial advisors are inundated with choices among asset managers, making it critical to capture advisors' attention and leave a lasting impression.
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Penetrating the RIA/Family Office Space
Contains 1 Component(s) Recorded On: 05/29/2018An expert panel of gatekeepers walks us through the manager due diligence process.
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Penetrating the RIA/Family Office Space
Contains 1 Component(s) Recorded On: 04/25/2018Join Nicsa for a distribution call with Foreside Financial Group, Pacific Life, Independent Financial Partners, and Massey Quick Simon.
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Intermediary Evaluation Best Practices
Contains 1 Component(s)How are asset managers evaluating their distribution partnerships? (04/01/2018)
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Best Practices in Aligning Sales and Marketing Goals
Contains 1 Component(s)Utilizing analysis-driven insights to support cross-function alignment. (04/01/2018)
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Live from SLF: Distribution Evolution
Contains 1 Component(s) Recorded On: 03/28/2018Hear Brinker Capital's CEO and Columbia Threadneedle's National Sales Manager discuss product rationalization, fee pressures and other hot topics in the product distribution arena.
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Global Distribution Trends
Contains 1 Component(s) Recorded On: 12/22/2017New dynamics in distribution with a focus on the European landscape.
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Effective Intermediary Governance | Evolving Best Practices
Contains 1 Component(s)Summarizes the discussions of Nicsa's Intermediary Discussion Forum regarding omnibus accounts and includes 5 suggested practices for fund managers. (09/01/2012)
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