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 […]
Nicsa Welcomes Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships
Boston, MA – December 3, 2024 – Nicsa, a premier trade association dedicated to fostering innovation and collaboration in the asset and wealth management industry, is thrilled to announce the appointment of Sarah Walter as Vice President, Head of Asset and Wealth Management Relationships. Ms. Walter brings an impressive track record in financial services and […]
Implementing Artificial Intelligence: Getting to Results
Nicsa’s 2024 Asset & Wealth Management Summit highlighted Artificial Intelligence’s (AI) promise to transformative the industry. Yet, the journey from concept to practical deployment is fraught with challenges. In the session "Implementing Artificial Intelligence: Getting to Results," a panel of experts unpacked their experiences, sharing both triumphs and trials in AI implementation. Vanessa Touma, […]
In a live session "Mastering Alternative Investments: Onboarding & Educating Advisors," asset and wealth management experts shared insights on effectively integrating alternative investments (alts) into financial advisory practices. The discussion, center stage at Nicsa’s 2024 Asset & Wealth Management Summit, focused on democratizing access to alts, the importance of specialized education for advisors, and practical […]
How AI Powers Entrepreneurs in Asset & Wealth Management
In an engaging session at Nicsa’s 2024 Asset & Wealth Management Summit, Brian Moran, CEO and Founder of FLX Networks, shared an inspiring “Entrepreneur's Story." Moran took the audience on a deep dive into how AI is fueling transformative growth. He identified industry inefficiencies and the need for innovation to revolutionize industry practices. Moran highlighted […]
The 2024 Asset & Wealth Management Summit, hosted by Nicsa, presented two days of dynamic content featuring key executives sharing insights on the most pressing issues in our industry today. In the session titled "Regulatory Shifts: What's Next for AI and Alts," industry experts provided a deep dive into the evolving regulatory landscape impacting artificial […]
Expert Perspectives on the Alts Boom from Nicsa’s Summit
Nicsa’s Asset & Wealth Management Summit examined the evolving landscape of alternative investments, including the niche firms, technology platforms, and service providers that are emerging to support the alts ecosystem. Marty Griffin, Managing Director at Beacon Ridge Capital Management, moderated the panel of thought leaders including: Andrew Barnum, Senior Vice President – Wealth Managers, iCapital Nick […]
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 […]
Nicsa’s Asset & Wealth Management Summit in Boston featured a compelling keynote titled "The Artificial Intelligence Revolution," wherein David Wu, Head of Generative AI at Morgan Stanley Wealth Management, illuminated how AI is reshaping the asset and wealth management industry. Wu’s visionary insights underscored the transformative potential of AI, revealing both the opportunities and challenges […]
Top Insights from Nicsa’s Alternative Investments Keynote
Nicsa’s Asset & Wealth Management Summit featured a deep dive into the growth of alternative investments. The Summit keynote featured expert insights on the integration of alts with traditional asset classes, distribution strategies, advisor education, and expanding access to non-traditional investments, aiming to support growth in alternative asset adoption. Speakers: Doug Krupa, Managing Director and […]
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 […]
