Morgan Stanley's Vince Lumia: AI may let advisors triple their client loads - financial-planning.com
AI SummaryAI-generated — verify against the source.Morgan Stanley's Head of Field Management, Vince Lumia, suggests that AI integration could allow financial advisors to triple their client capacity by automating administrative tasks and enhancing personalized client engagement. This highlights a significant shift in practice management, where AI is positioned as a tool for scale rather than a replacement for human advisors.
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