Another former member of LPL’s leadership has resurfaced on the executive bench of Tifin, the AI and wealth tech provider.
TIFIN AG announced Wednesday that Jeannette Kuda has been appointed as its COO.
Kuda, a seasoned executive in wealth management, transitions from her role as senior vice president and COO of Wealth Management Solutions at LPL Financial.
At LPL, she was instrumental in managing product distribution and strategic operations across the firm's wealth management platform. She touched several departments including its product consulting team, a data analytics team in charge of mining actionable insights, and support teams behind key projects.
Her appointment comes shortly after Tifin welcomed Rob Pettman, LPL’s former EVP of wealth management solutions, as its new president and chief revenue officer.
In her new role, Kuda will oversee the operational management of TIFIN AG and spearhead the development and execution of growth strategies. Her appointment is part of TIFIN AG's broader initiative to enhance net asset growth for wealth enterprises through innovative solutions.
"Jeannette's execution skills, coupled with her deep industry knowledge, make her the ideal executive to oversee the next phase of TIFIN AG," Dr. Vinay Nair, founder and CEO of TIFIN, said in a statement.
Kuda’s experience also includes a significant tenure at TIAA, where she led key initiatives within the Trust Company and Private Asset Management divisions. Her comprehensive background will support her new responsibilities in managing TIFIN AG's daily business operations and in driving new initiatives.
"I am thrilled to join TIFIN AG and work alongside such a talented team,” Kuda said. “I am passionate about leveraging technology to drive innovation and enhance the client experience in financial services. I look forward to contributing to TIFIN AG's continued success and growth."
Kuda’s leadership as operations chief is expected to further TIFIN AG's mission of integrating cutting-edge technology with wealth management practices to deliver superior solutions for their clients.
By listening for what truly matters and where clients want to make a difference, advisors can avoid politics and help build more personal strategies.
JPMorgan and RBC have also welcomed ex-UBS advisors in Texas, while Steward Partners and SpirePoint make new additions in the Sun Belt.
Counsel representing Lisa Cook argued the president's pattern of publicly blasting the Fed calls the foundation for her firing into question.
The two firms violated the Advisers Act and Reg BI by making misleading statements and failing to disclose conflicts to retail and retirement plan investors, according to the regulator.
Elsewhere, two breakaway teams from Morgan Stanley and Merrill unite to form a $2 billion RIA, while a Texas-based independent merges with a Bay Area advisory practice.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.