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WealthStack Roundup: Jeanette Kuda Named COO Of TIFIN AG

Also, a new F2 Strategy study suggests firms must be responsive to digitally native affluent Millennial clients.

Vinay nairJeannette kudaUs wealth management technologyTrust companyFranklin templetonWealth management solutionsPrivate asset managementMotive partnersHamilton laneAsset managementCerulli reportManagement technologyKeep affluentVest expands tax aware portfolio transitionsStrategic portfolioStrategic portfolio system

Small advisory firms need tech, too

Small financial advisory firms are more likely to purchase wealthtech tools than large firms, according to a study by Cerulli Associates.

Bing waldertUs wealth management technologyCerulli associatesBroadridge financial solutions incWhile wall streetManagement technologyBroadridge financial solutions

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