About
I lead the Wealth and Asset Management (WAM) Consulting business for EY in the US…
Activity
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As AI becomes standard in the financial services industry, firms must not only strategically invest in AI pilots, but adapt by integrating AI into…
As AI becomes standard in the financial services industry, firms must not only strategically invest in AI pilots, but adapt by integrating AI into…
Shared by Nalika Nanayakkara
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Core modernization in banking is nothing short of transformative — allowing financial institutions to rethink their business and sustainably bridge…
Core modernization in banking is nothing short of transformative — allowing financial institutions to rethink their business and sustainably bridge…
Liked by Nalika Nanayakkara
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By 2030, Gen Z is set to make up 30% of the workforce — financial services organizations and leading tax functions within the sector will need to…
By 2030, Gen Z is set to make up 30% of the workforce — financial services organizations and leading tax functions within the sector will need to…
Liked by Nalika Nanayakkara
Experience & Education
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EY
View Nalika’s full experience
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Publications
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Advice goes virtual: How new digital investment services are changing the wealth management landscape
EY
Our team's latest thought leadership publication analyzes how the emergence of digital entrants into the wealth management space is changing the industry and how this will ultimately benefit new and existing investors alike, effectively creating tremendous growth opportunities for both traditional firms and new digital entrants.
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Closing the gap: a comparative view of financial advisors’ and clients’ perceptions, preferences and priorities
EY
Our third annual Wealth Management Survey presents the views of both financial advisors and wealth management clients in the Americas, across a wide range of age and wealth segments.
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More activity by Nalika
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Implementing GenAI at scale is a careful balancing act — requiring financial services CIOs and IT teams to bring together people, processes, and…
Implementing GenAI at scale is a careful balancing act — requiring financial services CIOs and IT teams to bring together people, processes, and…
Shared by Nalika Nanayakkara
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It can be shockingly easy to forget that not everyone has the same access to financial wellbeing, even in 2024. When nearly 2 billion adults around…
It can be shockingly easy to forget that not everyone has the same access to financial wellbeing, even in 2024. When nearly 2 billion adults around…
Shared by Nalika Nanayakkara
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Recently, I had the opportunity to join Jack Sharry on his WealthTech on Deck podcast series; now I’m thrilled to share the new episode of his…
Recently, I had the opportunity to join Jack Sharry on his WealthTech on Deck podcast series; now I’m thrilled to share the new episode of his…
Shared by Nalika Nanayakkara
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Outstanding insights from my colleagues Nimna Varghese, CA and Rani Bhuva at the recent Federal Advisory Committee on Insurance. Check out the…
Outstanding insights from my colleagues Nimna Varghese, CA and Rani Bhuva at the recent Federal Advisory Committee on Insurance. Check out the…
Shared by Nalika Nanayakkara
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Thrilled to share the recording from the recent Federal Advisory Committee on Insurance (FACI) meeting in the historic Cash Room at the US Treasury…
Thrilled to share the recording from the recent Federal Advisory Committee on Insurance (FACI) meeting in the historic Cash Room at the US Treasury…
Liked by Nalika Nanayakkara
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Congratulations to Shawn Smith, who has been announced as EY Americas FSO Industry Group Leader-elect. Shawn has immense passion for client…
Congratulations to Shawn Smith, who has been announced as EY Americas FSO Industry Group Leader-elect. Shawn has immense passion for client…
Shared by Nalika Nanayakkara
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Alternative asset management companies, portfolio companies, as well as select funds are all liable to fall within scope of the new BEPS 2.0 Pillar…
Alternative asset management companies, portfolio companies, as well as select funds are all liable to fall within scope of the new BEPS 2.0 Pillar…
Shared by Nalika Nanayakkara
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Congrats to the EY Americas FSO and MoneyLion teams for this exciting new partnership! The new alliance combines the broad experience of EY in…
Congrats to the EY Americas FSO and MoneyLion teams for this exciting new partnership! The new alliance combines the broad experience of EY in…
Shared by Nalika Nanayakkara
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Traditional banks still have a lot to learn from FinTech when it comes to gamification in financial services, as highlighted in the recent EY…
Traditional banks still have a lot to learn from FinTech when it comes to gamification in financial services, as highlighted in the recent EY…
Liked by Nalika Nanayakkara
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What are the top ten imperatives for wealth and asset management firms for 2024? My colleagues Gurdeep Batra, Hermin Hologan, CFA, Mike Lee, Elliott…
What are the top ten imperatives for wealth and asset management firms for 2024? My colleagues Gurdeep Batra, Hermin Hologan, CFA, Mike Lee, Elliott…
Shared by Nalika Nanayakkara
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My colleagues Gurdeep Batra and Jun Li share their insights into the rapidly evolving space of alternative investment options, giving us a better…
My colleagues Gurdeep Batra and Jun Li share their insights into the rapidly evolving space of alternative investment options, giving us a better…
Shared by Nalika Nanayakkara
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