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In-Person Registration Pass

Per-person rates apply. Includes access to all on-site programming and networking events on Tuesday, 11/11 and Wednesday, 11/12. View Agenda.

Individual Nicsa Member (Early-Bird Special): $1,695
Individual Non-Member: $2,295

*Early-Bird Special ends on August 31, 2025

Registrants that are no longer able to attend are encouraged to transfer their registration to a colleague. If you are unable to transfer your registration, we will honor refund requests received by November 3. Contact us at [email protected] for assistance.

November 11-12

Marriott Long Wharf | Boston, MA

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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

Attending Firms

Allspring Global Investments
Baillie Gifford Overseas Ltd.
BeaconAP
BNY
Broadridge Financial Solutions, Inc.
Capital Group | American Funds
Cerulli Associates, Inc.
Citi
Columbia Threadneedle Investments
Computershare Fund Services
DFIN Solutions
Dodge & Cox
Edward Jones
Envision Financial Systems Inc.
Fidelity Investments
Hennion & Walsh Inc.
Impax Asset Management LLC.
Invesco
John Hancock Investment Management
Morgan Stanley Wealth Management
Northern Trust
Pryor Cashman
PwC
RBC US Wealth Management
Sodali & Co
SS&C Technologies, Inc.
Tokeny
Toppan Merrill
Vertalo
Voya Investment Management
Wedbush Securities

Attending Firms list will be updated regularly as registrations are processed.