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Morgan Stanley's advisor teams are getting bigger and some are appointing COOs to help run them, top wealth exec says

17 days ago   |   By Business Insider

Summary List Placement The lives of Morgan Stanley wealth management clients are getting more complicated. Their financial advisors are acting accordingly, one of the firm's most senior wealth management executives said on Thursday.
"Clients want advice on so many more aspects of their lives today," Vince Lumia, the firm's head of field management, said during an industry conference.
He pointed to matters rich clients deal with: transferring wealth to the next generation as analysts expect to see the largest inter-generational wealth transfer in the coming years, or complex trust and...
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