LPL Financial is the Latest to Select LifeYield By Oisin Breen | June 6, 2018 "LifeYield further supports the advisor's ability to manage and grow their businesses and provide even greater value in affiliation with...
LifeYield Announces Strategic Partnership with United Planners Financial Services By LifeYield | May 9, 2018 LifeYield to Showcase Taxfcient Score at United Planners Annual Partners Conference May 30 - June 1, 2018 BOSTON - May 9, 2018 - LifeYield,...
LifeYield adds Fintech Veteran Harry Bartle to Expand Enterprise Channel By LifeYield | April 10, 2018 BOSTON – April 10, 2018 – LifeYield, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s...
LifeYield featured in Wealthmanagement.com: The Daily Brief By LifeYield | March 16, 2018 LifeYield Begins Business Directly with Advisors “LifeYield, a cloud-based software company that helps advisors make tax and risk-conscious...
LifeYield launches Direct-to-Advisor Channel By LifeYield | March 13, 2018 -- Builds Direct-to-Advisor Team Led by Fintech Veteran, Steve Zuschin -- Announces Integrations with TD Ameritrade Institutional’s Veo ®...
LifeYield’s Jack Sharry, writes riveting post-robo world article for Investments & Wealth Institute By Jack Sharry | February 22, 2018 Read the "Disruptive Trends" issue of Investments & Wealth Institude (Formerly IMCA) Monitor - "Connecting the Dots: Digitally...
Morgan Stanley and LifeYield Partner By LifeYield | November 30, 2017 Morgan Stanley and LifeYield Partner to Empower Financial Advisors to Offer Tax-Efficient Investing Solutions to Wealth Management...
LifeYield’s Paul R. Samuelson, writes captivating tax-smart article for InvestmentNews By Paul Samuelson | November 15, 2017 November 15, 2017 - The article, Morningstar’s Tax-Cost Ratios Beat Its Fund Rankings, written by our colleague, Paul Samuelson, describes...
LifeYield founder, Hoffman – one of “Ten to Watch” in WealthManagement.com By LifeYield | September 13, 2017 "Mark Hoffman's latest fintech venture was born out of a discussion between his longtime business partner, Paul Samuelson, and Samuelson's...