New Tool Creates a Seamless Transition from Social Security Optimization to Annuity Illustration and Proposal
BOSTON — LifeYield, the fintech leader in tax-efficient, multi-account portfolio management, announces today the release of its Annuity...
In the News
LifeYield and Playbook Partner: Millennial and Gen Z Investors Can Now ‘Invest Like the Rich’
BOSTON--(BUSINESS WIRE)--LifeYield, the fintech leader in tax-efficient investing and income optimization, announced today its partnership...
LifeYield Expands Management Ranks with Promotions; Adopts Amazon Web Services for Scalability and Operational Excellence
BOSTON--(BUSINESS WIRE)--LifeYield, the fintech leader in tax-efficient investing and income optimization, announced today the promotions...
SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield
New Service Helps Wealth Managers Address Investors’ Increasing Portfolio Complexity OAKS, Pa., and LONDON, Nov. 9, 2022 – SEI®...
Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors
BOSTON – October 27, 2022 – LifeYield, Orion Advisor Solutions and Forme Financial announced today that they have entered into agreements...
Franklin Templeton and AdvisorEngine Select LifeYield to Help Meet Investor Income Needs
Automated, personalized, tax-efficient decumulation and planning strategies will aim to maximize income for investors San Mateo, CA and New...
LifeYield Launches Multi-Account UMA Tax Overlay, Improves Investor Outcomes by 33%
Empowers firms to realize benefits of multi-account UMAs to improve after-tax returns and enhance diversified investment strategies,...
LifeYield Launches Retirement Income Sourcing, Improves Investor Outcomes by 33%
With 10,000 to 12,000 people turning 65 daily, soon-to-be and current retirees seek financial advisors’ counsel on how to best “decumulate”...
Advisors Used LifeYield Social Security+ to Uncover $10 Billion in Added Client Retirement Income in 2021
People are retiring in record numbers, a trend created by the pandemic and the demographics of the baby boom generation. Social Security...