CNN CNN Newsroom June 4, 2024 20:56:00
Our clients come to us with complicated situations that occur in their lives. for them it's the biggest milestone, the biggest accolishment, the sale of a business, or an important event for their family. for them, it's the fir and only time. we have seen this literally ousands of times, in thousands of iterations. ♪ ♪ i am vince lumia, head of field management at morgan stanley. whether that's retirement, paying for their children's college education, or their son or daughter getting married, our financial advisors need to make sure that they are making objective decisions, every step alo...