AI in Action: OpenAI, Anthropic, Microsoft Take the Stage at Nicsa’s Summit
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 […]
Building Practical AI Governance: Takeaways from Nicsa’s Compliance & Risk Management Committee
By: Nicsa Compliance & Risk Management Committee As artificial intelligence becomes increasingly embedded across asset and wealth management organizations, firms are moving beyond the question of whether to use AI and toward a more complex challenge: how to govern it effectively. Nicsa’s Compliance & Risk Management Committee recently convened professionals from across the industry for […]
Help Shape the Future of Data Analytics in the Asset and Wealth Management Industry
By: Nicsa Data Analytics Committee Data continues to play an increasingly critical role across the asset and wealth management industry, influencing everything from business strategy and operational efficiency to client engagement and regulatory readiness. As organizations navigate evolving technologies, growing data demands, and new opportunities for innovation, understanding the industry's priorities has never been more important. […]
Digital Assets: Observations from Market Participants
By: Nicsa Technology & Innovation Committee Recent survey results from the Nicsa Technology & Innovation Committee offer a directional view into how Committee members are thinking about digital assets—highlighting both areas of strong understanding and where questions are now shifting toward practical application. A Closer Look at the Survey Results While foundational concepts such as […]
Advancing Clarity in Unclaimed Property: Industry Collaboration Driving Better Outcomes
By: Nicsa Unclaimed Property Committee & Nicsa Retirement Committee 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 […]
Who Owns AI Failure? A Brief Framework for AI Governance
By: Nicsa Data Analytics Committee 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 […]
Private Market Valuations Take Center Stage at Nicsa’s Fund Administration Committee
By: Nicsa Fund Administration Committee Nicsa’s Fund Administration Committee continues to serve as a forum for timely, practical discussions on the evolving challenges facing fund operations. At our latest meeting, members came together to explore one of the most complex areas in the industry today: private market valuations. The session featured Liza Bowersox, Partner in Weaver’s […]
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, […]
