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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 nair
Jeannette kuda
Us wealth management technology
Trust company
Franklin templeton
Wealth management solutions
Private asset management
Motive partners
Hamilton lane
Asset management
Cerulli report
Management technology
Keep affluent
Vest expands tax aware portfolio transitions
Strategic portfolio
Strategic portfolio system
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