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Nicsa | Registration

Registration Options

New this year, we are pleased to offer two registration options: Register as an individual or maximize your team's participation with our Corporate Registration Package, which offers discounted pricing when your organization registers three or more attendees.

Individual Registration
Member Rate: $1,895
Non-Member Rate: $2,295
Individual Registration Pass
Corporate Registration
We are pleased to offer a 10% registration discount to firms that purchase three or more conference registrations. Please submit the form below. Once received, we will provide a unique registration code for you and your attendees to use when registering. We will also share this code with all employees from your firm who are in our database, ensuring your organization has the opportunity to maximize participation and exposure at the Summit.
Corporate Registration Package

Additional Registration Details:

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.

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.

November 10-11
Marriott Long Wharf | Boston, MA
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IWI Credits at the 2026 Asset & Wealth Management Summit

Earn Continuing Education (CE) credits at Nicsa’s 2026 Asset & Wealth Management Summit. 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

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

1251 Capital Group 
Abandoned Property Advisors LLC
ACA Group
Affiliated Managers Group, Inc. (AMG)
Alliance Advisors, LLC
Allspring Global Investments Holdings, LLC
Altimetrik
American Century Investments
Baillie Gifford Overseas Ltd.
Bank of America / Merrill Lynch
BetaNXT
BNY
Broadridge Financial Solutions Inc.
Brown Brothers Harriman & Co.
CAIS
Capital Group | American Funds
Cerulli Associates, Inc.
Columbia Threadneedle Investments
Computershare Fund Services
Deloitte 
DFIN Solutions
Dimensional Fund Advisors Inc.
Dodge & Cox
Edward Jones
Empower
Envision Financial Systems Inc.
Ernst & Young LLP
Eversheds Sutherland
Fenimore Asset Management Inc
Fidelity Investments
FIS
Franklin Templeton Investments
GMO, LLC
Goldman Sachs
Golub Capital
Hartford Funds
Horizon8
iCapital
Invesco
ISS Market Intelligence
John Hancock Investment Management
J.P. Morgan
KKR & Co. Inc.
KPMG
LexisNexis Risk Solutions/ Blue Sky Regulatory Solutions
LPL Financial
MFS Investment Management
Microsoft Corporation
Morgan Stanley Wealth Management
Mutual Fund Directors Forum
Natixis Global Asset Management
Neuberger Berman Investment Advisers LLC
Northern Trust
Olmstead Associates
OpenAI
PGIM
PwC
RBC US Wealth Management
SEI
ServiceNow
Sodali & Co
SS&C Technologies, Inc.
State Street Investment Management
State Street Corporation
Thornburg Investment Management
TIFIN
Toppan Merrill
Touchstone Funds
TradePort
Ultimus Fund Solutions, LLC
Vanguard Group, Inc.
Voya Investment Management
Wells Fargo Advisors
Wilbanks Partners, LLC
XA Investments LLC
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