Advancing Clarity in Unclaimed Property: Industry Collaboration Driving Better Outcomes
Collaboration is essential as regulatory expectations for unclaimed property continue to evolve across the asset and wealth management industry. Through a joint effort by NICSA’s Unclaimed Property Committee and Retirement Committee, members are aligning perspectives and navigating increasingly complex requirements across ERISA and non-ERISA frameworks. Central to this effort is the ERISA and Non-ERISA Unclaimed […]
Who Owns AI Failure? A Brief Framework for AI Governance
Nicsa's Data Analytics Committee, comprising executives in the asset and wealth management community, presents the following insights around AI Governance: On the presupposition that computers, and by extension artificial intelligence, cannot be held accountable either morally or legally, business owners, AI engineers, and other AI actors in the financial services industry face the same […]
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 […]
