In our recent report on UBS, we estimate the firm could enjoy a $ 40 billion (60 %) market cap boost from investing in wealth management technology. (newconstructs.com)
Lex is on the Board of Directors and previously was the Chief Operating Officer at AdvisorEngine (formerly Vanare), a digital wealth management technology platform. (bisshow.com)
In 2014 it acquired asset manager Nuveen Investments; last June it bought MyVest, whose wealth management technology helped it launch the new robo offering; and last August TIAA announced a deal to buy EverBank Financial Corp.. (thinkadvisor.com)