Key Learnings from Nicsa’s “AI Unleashed” Summit Session
Nicsa’s Asset & Wealth Management Summit featured an exploration of how to put Artificial Intelligence to work within industry organizations. The “AI Unleashed” session highlighted adoption trends, use cases, challenges, and future projections. Leaders in asset management and banking discussed AI’s evolving role, emphasizing the importance of thoughtful implementation, regulatory preparedness, and cultural adaptability. The panel […]
What We Learned About AI's Impact on Asset & Wealth Management
Nicsa’s Asset & Wealth Management Summit in Boston brought together industry leaders to explore the dynamic role of AI in investment management. Kaushal Vinodchandra Sheth, Chief Architect Officer at GFT delivered a compelling session on the transformative potential of Artificial Intelligence within asset and wealth management. Following are key takeaways from the session, highlighting AI’s […]
Speaker Lineup Announced for Nicsa’s 2023 Fearless Leadership Symposium
Nicsa’s Diversity Project North America, a leading advocate for advancing diversity, equity, and inclusion (DEI) within the asset and wealth management industry, is pleased to announce its impressive speaker lineup for its upcoming Fearless Leadership Symposium. The event will be held in NYC on June 14 and will bring together experts, advocates, and thought leaders […]
Leading Asset and Wealth Management Firms Convene to Advance Diversity, Equity, and Inclusion in the Industry
May 4, 2023 -- FOR IMMEDIATE RELEASE On June 14, the asset and wealth management industry will come together for meaningful dialogue and action planning around key business initiatives that enhance productivity, promote growth, and drive bottom line results. Nicsa’s Fearless Leadership Symposium – the premier DEI-focused conference for global asset and wealth management business leaders – […]
Nicsa Launches 2023 DEI Perception Study, Prepared with EY
Boston, MA –April 17, 2023 – As part of its ongoing mission to accelerate diversity, equity, and inclusion (DEI) in the asset and wealth management industry, Nicsa’s Diversity Project North America has teamed up with EY to deliver its 2023 DEI Perception Survey. The survey explores insights on the perception of progress in the asset and wealth […]
Each year, market intelligence provider Cerulli Associates surveys more than 10,000 affluent investors to identify investment product development trends. In early March, attendees of Nicsa's Strategic Leadership Form were given valuable takeaways from this research, as well as strategic insight into demand, distribution, and innovation across packaged investment vehicles. Scott Smith, Director at Cerulli […]
CEOs Forecast the Trajectory of the Asset Management Industry
A familiar face helped kick off the last day of the Strategic Leadership Forum: CNBC Anchor Tyler Mathisen, a long-time moderator of Nicsa's Face the Membership session. The journalist's fireside chat with top leaders from the asset management industry centered on the pressing issues of 2023, from how technology will continue to shape financial […]
Inclusion in the workplace —a practice that prioritizes empathetic leadership and a universal sense of belonging — is a vital characteristic of a healthy company culture. But there’s a related piece of the puzzle our industry must keep top of mind: Financial inclusion. “We define that as the intentional focus on creating products, services, […]