Inclusion in Finance Leaders Present Transformative Rebrand
In a recent global webinar, Inclusion in Finance (formerly the Diversity Project) introduced a transformative rebrand alongside an ambitious five-year strategy designed to accelerate inclusion, strengthen performance, and unify efforts across regions. This is not a cosmetic change. It is a strategic evolution. Learn more by watching the replay: Watch the recording A New Name, […]
Nicsa and Expect Miracles Foundation (EMF) Unite to Advance Financial Relief for Young Adult Cancer Survivors
Nicsa’s $20,000 contribution underscores the collective impact of the asset and wealth management industry in driving meaningful change. The power of industry collaboration was on full display at the 2026 SAMFund Soirée Boston, where Nicsa reinforced its commitment to purpose-driven leadership through its ongoing partnership with the Expect Miracles Foundation (EMF). Held on March 10, […]
Private Markets Committee Highlights Key Focus Areas Shaping the Industry
Authored by Sarah Walter, Head of Asset and Wealth Management Relationships at Nicsa Private markets continue to play an increasingly central role in asset and wealth management strategies, driven by investor demand for differentiated return streams, income, and diversification. Nicsa’s Private Markets Committee convenes senior leaders from across asset management, wealth platforms, distribution, technology, and professional services […]
Governance Isn’t Glamorous, But It’s What Makes AI in Finance Work
Nicsa's Innovation & Technology Strategy Committee, comprising executives in the asset and wealth management community, presents the following insights around AI implementation: Artificial Intelligence is no longer a side experiment in financial services. In asset and wealth management, it is quickly becoming strategic infrastructure. Firms are using AI to streamline client reporting, automate compliance […]
Global AI Advisor and Former OpenAI Executive Zack Kass to Keynote Nicsa’s 2025 Asset & Wealth Management Summit
Get ready to look ahead.Nicsa has invited Zack Kass— Global AI Advisor and Former Head of Go-To-Market at OpenAI—to deliver the keynote address at the 2025 Asset & Wealth Management Summit, taking place November 11–12, with the keynote on Wednesday, November 12. As the asset and wealth management industry continues to navigate the transformative power […]
Nicsa International Committee Reviews Opportunities in Chinese AWM Market
The International Committee hosted a discussion on developments in the China investment and funds industry. The Committee invited Dean Chisholm, who lead Invesco business in China & its wider region for many years, and Qing Ni, PwC’s Head of Asset & Wealth Management in Chinese Mainland, based in Beijing. The Committee also invited participation by […]
International Committee Explores Trends in Sustainability Investment Products
The ESG investing landscape is evolving fast. Nicsa’s International Committee, comprising executives in the international asset and wealth management community, recently invited Federated Hermes’ Head of Product Strategy & Development, Stuart Ballard to present findings around ESG & Sustainability investments. Recent trends reveal a nuanced picture: while demand for sustainability-aligned products remains significant, the market […]
To the Nicsa Community, I hope 2025 is off to a great start for our members. It’s a privilege to be part of a network offering unique connectivity among industry professionals to better serve clients, support employees, and drive innovation in the asset and wealth management landscape. With over 30 committees covering front-to-back-office business functions, […]
Nicsa Announces 2025 Rising Stars of the Asset & Wealth Management Industry
Boston, MA – June 5,2025 – Nicsa is pleased to announce the 2025 cohort of its annual Rising Star Program, an awards program aimed at providing mentorship, networking, and career development opportunities to diverse, aspiring leaders in the asset and wealth management industry. Nicsa’s Diversity Project North America supports emerging leaders with a program that not only […]
If you or someone from your firm is interested in having their voice heard on the ETF dual share class topic, please contact Sarah Walter ([email protected]) to learn more. Nicsa is proud to serve as a catalyst for collaboration across the asset and wealth management industry. As firms navigate a rapidly evolving landscape, we remain committed […]
A Guest Blog by Olmstead Associates Austin Lewis | Head of Client Experience | [email protected] In an era of industry consolidation and intense competition in asset management, the key to leading the market—or falling behind—often comes down to intelligence. Smarter distribution decisions, driven by technology
