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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 […]
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Top Insights on Regulatory Shifts for AI and Alts

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 […]
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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 […]
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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 – […]
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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 […]
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Financial Inclusion: Why and How to Take Action

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, […]
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Financial Services in the Metaverse

A session on the potential of the metaverse in the global asset and wealth management industry closed out Nicsa’s Strategic Leadership Forum in March — proving that science fiction is inching its way much closer to fact.   John W. Stadtler, Partner, Financial Services Industry, PwC, moderated the panel, which focused on how the metaverse […]
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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 […]
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Rethink Your Product Pipeline

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 […]
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Nicsa Announces Volunteer of the Year Awardees

Boston, MA – February 9, 2023 — Nicsa has announced its Volunteer of the Year Awardees, who will be honored at its Strategic Leadership Forum at the beginning of March. Nicsa’s Volunteer of the Year Awards recognize outstanding efforts of members who are dedicated to supporting the mission of the Association, serving the global asset management […]
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A Letter to Members from Jim Fitzpatrick, 2023

As we move along into this new year, I’d like to take a moment to thank you for your ongoing support of each other, our industry, and Nicsa during the last twelve months.     2022 was a very special year for Nicsa as we celebrated our 60th anniversary. I’d like to highlight some of […]
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What Would You Do If You Knew You Could Not Fail? Find out at Nicsa’s SLF.

Chasing Failure is all about having a vision for a goal and knowing that the road will be paved with failure, but still proceeding with conviction and passion. This is what sets apart those who succeed beyond measure. When was the last time you said yes to an opportunity that you knew might fail? This […]
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