Insights on Product and Distribution from multiple sessions at Nicsa's 2020 General Membership Meeting.

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

Join 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:

Join Delta Data and a panel of industry experts for a deep dive into the challenges and opportunities related to market modeling programs.

A look back at more highlights from every session of Nicsa's 2020 General Membership Meeting.

A compilation of the highlight videos originally released at the end of each day of Nicsa's 2020 General Membership Meeting.

A look back at how business development has evolved over the past decade, and a focus on where it’s going.

Gain 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.

Invesco's Nate Dierkling on the evolving FA practice, relationships, and model structures

Fidelity's Tricia Haskins on distribution disruptors and technology adaptation

Merrill Lynch’s Sandy Bolton on leading trends in product development and distribution models

BlackRock’s Eve Cout on the use of model portfolios to manage client investment strategies.

With 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.

Asset managers and distributors are invited to learn the importance of developing targeted and successful strategies that increase their reach and impact among financial advisors.

Nicsa explores how financial institutions are thinking about advisor retirement trends and succession planning. (06/01/2019)

Join our panel of industry executives as they discuss trends in ETF product design and distribution.

How are firms addressing and modifying their product lineups?

An 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.

Join our panel of experts to explore surprising insights and opportunities focused on the next-generation client.

PIMCO's Mary Hoppe on what asset managers can do to build better business relationships with the industry's top advisors.

Financial advisors are inundated with choices among asset managers, making it critical to capture advisors' attention and leave a lasting impression.

An expert panel of gatekeepers walks us through the manager due diligence process.

Join Nicsa for a distribution call with Foreside Financial Group, Pacific Life, Independent Financial Partners, and Massey Quick Simon.

How are asset managers evaluating their distribution partnerships? (04/01/2018)

Utilizing analysis-driven insights to support cross-function alignment. (04/01/2018)

Hear 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.

New dynamics in distribution with a focus on the European landscape.

Summarizes the discussions of Nicsa's Intermediary Discussion Forum regarding omnibus accounts and includes 5 suggested practices for fund managers. (09/01/2012)