Financial Planning iconFinancial PlanningJun 24, 2026

Morgan Stanley's Vince Lumia: AI may let advisors triple their client loads

The head of client segments in Morgan Stanley's wealth division acknowledges AI could one day be the primary source of financial advice for mass affluent clients. Morgan Stanley advisors working with wealthier investors will have to up their games.

Morgan Stanley's Vince Lumia: AI may let advisors triple their client loads

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The head of client segments in Morgan Stanley's wealth division acknowledges AI could one day be the primary source of financial advice for mass affluent clients.

Morgan Stanley advisors working with wealthier investors will have to up their games.

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The head of client segments in Morgan Stanley's wealth division acknowledges AI could one day be the primary source of financial advice for mass affluent clients. Morgan Stanley advisors working with wealthier investors will have to up their games.

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