Morgan Stanley is on a mission to combine the best of machine learning, predictive analytics and workflow technology with the human touch provided by its 16,000 financial advisers.
Despite the popularity of robo-advisers, clients still want a human being to help them navigate complex life questions, according to Naureen Hassan, chief digital officer for wealth management at Morgan Stanley.
And not just the older clients. Recent studies show that 22% of millennials who work with a financial adviser want more time with that adviser, not less, Hassan said.
At the same time, clients also want a simple mobile app to keep track of everything when these decisions have been mad…
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