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.
The move to charge data aggregators fees totaling hundreds of millions of dollars threatens to upend business models across the industry.
The latest snapshot report reveals large firms overwhelmingly account for branches and registrants as trend of net exits from FINRA continues.
Siding with the primary contact in a marriage might make sense at first, but having both parties' interests at heart could open a better way forward.
With more than $13 billion in assets, American Portfolios Advisors closed last October.
Robert D. Kendall brings decades of experience, including roles at DWS Americas and a former investment unit within Morgan Stanley, as he steps into a global leadership position.
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.