How Morgan Stanley Is Optimizing AI for Client Growth

Published on March 24, 2025

The firm's latest AI tool, Debrief, summarizes client meetings. Tech chief Sal Cucchiara tells ThinkAdvisor what's next.

Continue reading on website
Other news

Commonwealth Lures $213M Multi-Generational Team From Morgan Stanley

March 24, 2025
Peoples & Co. Private Wealth Stewardship is led by CEO Duane Peoples, who is joined by his wife, son and daughter, and takes a faith-based approach to wealth management.

Cambridge Appoints Ex-TD Ameritrade Exec as Tech Chief

March 24, 2025
Sean Van Moorleghem was most recently a managing director at Charles Schwab.      Related StoriesETF Use Is Still on a Growth Tear: SurveyTax Revenue on Track to Fall $500B in 2025: ReportTrump Advisor Calls to End Muni Tax Break