Partner Research
A New Era for Alternatives: Why Wealth Firms and Asset Managers Need Intelligence More Than Access
By: Jeannette Kuda, COO of TIFIN AMP
Executive Summary
Access alone is not the solution. The industry now needs intelligence
The alternative investments landscape is undergoing one of its most significant shifts in decades. New legislative proposals could expand the accredited investor population dramatically, potentially doubling the number of U.S. households eligible for private-market opportunities. Greater access brings greater complexity and new responsibilities for wealth firms and the advisors who guide these decisions.
As Jeannette Kuda of TIFIN AMP explains in this member-exclusive article, access is no longer the main challenge. The real differentiator is intelligence: knowing which clients are truly ready for alts, where advisor interest is genuine, and how to ensure suitability as private markets reach a broader audience. Kuda explores the intelligence gap emerging across wealth and distribution teams, what firms should expect going forward, and why AI-driven insights are essential for navigating this next era of alternatives.
Jeannette Kuda
COO of TIFIN AMP
Jeannette Kuda is the Chief Operating Officer (COO) at TIFIN AMP and brings over two decades of strategic leadership and operational excellence to her role. Before joining TIFIN, Jeannette served as Senior Vice President at LPL Financial, where she operated as the COO of Wealth Management Solutions. In this capacity, she oversaw day-to-day business operations, including financial management, communications, people planning, strategic planning, change management, and employee engagement. Her leadership extended to managing centralized resources, overseeing product distribution, and providing strategic oversight across all areas of LPL’s Wealth Management Platform.
Jeannette’s career trajectory also includes nearly a decade at TIAA, where she spearheaded initiatives across the Trust Company and Private Asset Management divisions. Her responsibilities spanned fixed-income trading operations, product research, and compliance. Earlier in her career, Jeannette wore various hats at an independent RIA, including serving as the Director of Operations.
Jeannette holds a Bachelor of Science degree in Statistics from George Washington University and a Master of Business Administration from the Belk College of Business at the University of North Carolina in Charlotte. Additionally, she is a Six Sigma Black Belt. Her robust educational background, coupled with extensive professional experience, positions her as a strategic and effective leader within TIFIN AMP As COO, Jeannette plays a pivotal role in driving the company’s continued innovation and growth.