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Massachusetts Institute of Technology

The future of the wealth management industry : evolution or revolution?

Abstract

dc:description.abstract

Like many service-oriented industries before it, the wealth management industry is facing changing demographics, regulations, and technologies. This thesis examines the major trends impacting the industry, namely regulations and technology, to see where the industry is headed.

Degree

thesis:*
Department dc:contributor.department
Sloan School of Management.
Grantor dc:publisher
Massachusetts Institute of Technology
Year dc:date.issued
2016

Author and committee

dc:creator, dc:contributor.*
Author dc:creator
  • Traff, Jason D
Advisor dc:contributor.advisor
  • Christian Catalini.

Subjects

dc:subject × 1

Rights

dc:rights
Statement dc:rights
  • M.I.T. theses are protected by copyright. They may be viewed from this source for any purpose, but reproduction or distribution in any format is prohibited without written permission. See provided URL for inquiries about permission.
Language dc:language.iso
eng

Identifiers

dc:identifier.*
Handle dc:identifier.uri
http://hdl.handle.net/1721.1/104548
OAI identifier oai:identifier
oai:dspace.mit.edu:1721.1/104548

Chain of custody

source
Harvested from
MIT
Base URL
dspace.mit.edu/oai/request
Last updated
2026-07-22
Source record
OAI-PMH GetRecord
citation

Traff, Jason D. The future of the wealth management industry : evolution or revolution?. Massachusetts Institute of Technology, 2016. http://hdl.handle.net/1721.1/104548