Registration

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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.

Individual Nicsa Member: $1,895
Individual Non-Member: $2,295

In honor of Veteran’s Day, Nicsa is pleased to offer a 15% registration discount to all U.S. military veterans attending the Summit. To receive your discount code, please email [email protected] before completing your registration. Once you have your code, you can enter it during the check out process to apply the discount. We are grateful for your service and look forward to welcoming you at the event.

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

Aliter Investment Services LLC
Alliance Advisors, LLC
Allspring Global Investments
Altimetrik
American Century Investments
Baillie Gifford Overseas Ltd.
BeaconAP
BNY
Broadridge Financial Solutions, Inc.
Capital Group | American Funds
Cerulli Associates, Inc.
Charles Schwab & Co. Inc.
Citi
Clarendon Partners
Columbia Threadneedle Investments
Computershare Fund Services
DFIN Solutions
Dodge & Cox
Edward Jones
Envision Financial Systems Inc.
Fenimore Asset Management Inc.
Fidelity Investments
FIS
Franklin Templeton Investments
Goldman Sachs
HengTian Services
Hennion & Walsh Inc.
Impax Asset Management LLC.
Invesco
John Hancock Investment Management
J.P. Morgan
MFS Investment Management
Morgan Stanley Wealth Management
Natixis Global Asset Management
Northern Trust
Olmstead Associates
Pryor Cashman
PwC
RBC US Wealth Management
Salesforce Einstein
Sodali & Co
SS&C Technologies, Inc.
Tokeny
Toppan Merrill
T. Rowe Price Associates
Vertalo
Voya Investment Management
Wedbush Securities

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