Artificial intelligence is moving beyond experimentation across the asset and wealth management industry, and firms are increasingly focused on more practical questions. At the 2026 Nicsa Asset & Wealth Management Summit, taking place November 10–11 in Boston, industry leaders will move the conversation from AI’s potential to its application.
Featured sessions will bring together perspectives from leading organizations actively approaching AI across advisor experiences, enterprise workflows, operations, and business strategy.
Inside the Morgan Stanley + OpenAI Partnership
Morgan Stanley and OpenAI will explore how AI agents are moving into day-to-day workflows to automate tasks, support advisors and research, and improve operational efficiency. The conversation will also examine the implementation journey behind these capabilities, including lessons learned from deployment, scaling, and measuring business impact.
LPL Financial + Anthropic on Reimagining the Advisor Experience
LPL Financial and Anthropic will share how AI is being deployed across the home office and advisor experience to improve access to data, information, and tools. The discussion will highlight real-world applications while addressing an equally important part of enterprise adoption: how governance and supervision evolve as AI becomes more deeply integrated into the business.
Microsoft on the Future of Asset & Wealth Management
Microsoft will examine what that next phase could mean for the asset and wealth management industry, including how firms can move beyond incremental productivity gains and build lasting advantages around intelligence, trust, personalization, and ecosystem reach.
From AI Potential to AI in Practice
Together, these conversations reflect an important shift taking place across the industry. The question is no longer simply what AI can do. Firms are determining where it belongs within their businesses, how to scale it effectively, and how it can create measurable value for organizations and the clients they serve.
The 2026 Nicsa Asset & Wealth Management Summit will bring those discussions to the forefront, giving attendees an opportunity to hear directly from organizations actively building and deploying the technologies shaping the industry.
Join us November 10–11 in Boston to see AI in action and connect with the leaders helping define what comes next for the asset and wealth management industry. Register for the 2026 Asset & Wealth Management Summit
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