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.

ESG investing has reached an important juncture following an impressive growth spurt. This webinar will discuss the key trends shaping the ESG retail and institutional landscape, and the opportunities they create for asset managers.

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

Unclaimed property professionals deal with strict and complex compliance and reporting requirements. Join our webinar of industry experts, who will discuss timely themes and industry trends.

As European tax reclaims, ECJ recoveries and IRS obligations evolve, funds and ETFs are challenged with navigating this complex landscape. During this webinar PwC, Invesco, First Eagle and Broadridge will discuss how asset managers are gearing up for these challenges and what to expect in 2022.

This webinar features key insights and dialogue from Nicsa's annual DEI perception study. Subject matter experts behind the survey and the DEI space will take a deep dive into the eight key takeaways from the report and where we go from here.

As part of its Listen, Learn & Lead series, Nicsa hosts an important discussion with Latinx professionals in the asset management industry in recognition of Hispanic Heritage month. This panel will discuss creating mutually beneficial partnerships with third party organizations. We will look at how these relationships were established and how they factor into the process for firms to source compelling, diverse candidates from the Latinx community. Speakers will stress the business case for developing these important partnerships to create a more diverse pipeline of employees and improving retention rates within the indusustry

Amid an evolving regulatory environment, asset management industry professionals are focused on SEC Rule 18f-4, a modernized regulatory framework for the use of derivatives by funds​. Our panel of experts featu​ring IHS Markit, the SEC, and the Mutual Fund Directors Forum, will discuss the 5 big questions we’re hearing from Chief Risk Officers and Chief Compliance Officers and how they relate to your firm.