Sentences with phrase «wealth management technology»
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.
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Lex is on the Board of Directors and previously was the Chief Operating Officer at AdvisorEngine (formerly Vanare), a digital wealth management technology platform.
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..
In July 2016, we estimated Morgan Stanley could enjoy a $ 28 billion boost to market cap from investing in wealth management technology, and we were too conservative by $ 20 billion.