Assets and Wealth Management Summit 2025

Home Registration Hotel Agenda Sponsors Speakers NOVA Awards Nicsa Gives Back

The 2025 Asset & Wealth Management Summit

November 11-12, 2025 | Marriott Long Wharf | Boston, MA

Accelerating Innovation: AI Adoption & The Human Impact brings together thought leaders across the asset and wealth management industry to explore the rapidly evolving intersection of artificial intelligence and human capital.

Whether you’re charting your firm's AI roadmap or evaluating its impact on existing business assets, this event offers essential insights into the future of intelligent investing.

Learn More and Register Add Event to Calendar

Highlights

Examine how firms are leveraging AI technologies to drive efficiency and deliver more personalized client experiences,
Navigate the workforce implications, cyber risks, and governance of AI transformation.
Gain strategic perspectives on balancing innovation with maintaining trust in an increasingly automated ecosystem.
Network with industry thought leaders and peers across all job functions and departments.

IWI Credits at the 2025 Asset & Wealth Management Summit

Earn up to 9 Continuing Education (CE) credits at Nicsa’s 2025 Asset & Wealth Management Summit, including 8.5 General credits and 0.5 Ethics credit. Join industry leaders for expert insights and strategic networking designed to support your professional advancement.

Nicsa is a registered sponsor with the Investments & Wealth Institute™ (IWI). CE credits apply to CIMA®, CPWA®, RMA®, and CIMC® certifications.

Learn More About IWI

Featured Speakers

Humera Qazi

Managing Director, Morgan Stanley

Dan Ives

Global Head of Tech Research, Managing Director, Senior Equity Analyst,
Wedbush Securities

Tod McKenna

Head of Artificial Intelligence at Citi

Prime Sponsor

Have a Question?

Check out our FAQs