SEI Acquires LifeYield By LifeYield | December 11, 2024 New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax Capabilities OAKS, Pa., Dec. 11, 2024 – SEI® (NASDAQ: SEIC) today...
New Tool Creates a Seamless Transition from Social Security Optimization to Annuity Illustration and Proposal By LifeYield | February 20, 2024 BOSTON — LifeYield, the fintech leader in tax-efficient, multi-account portfolio management, announces today the release of its Annuity...
LifeYield and Playbook Partner: Millennial and Gen Z Investors Can Now ‘Invest Like the Rich’ By LifeYield | May 30, 2023 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 By LifeYield | May 5, 2023 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 By LifeYield | November 9, 2022 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 By LifeYield | October 27, 2022 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 By LifeYield | October 11, 2022 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% By LifeYield | September 6, 2022 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% By LifeYield | March 30, 2022 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”...