Markets misread AI's impact on brokerages, Morgan Stanley says

Analysis finds scale and sweep‑balance edge position firms such as Schwab and LPL to benefit as AI boosts advisor capacity and trims costs.

Mar 16, 2026 - 18:00
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Markets misread AI's impact on brokerages, Morgan Stanley says
Analysis finds scale and sweep‑balance edge position firms such as Schwab and LPL to benefit as AI boosts advisor capacity and trims costs.

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