LifeYield featured in Financial Advisor IQ
August 9, 2017 - LifeYield featured in Financial Advisor IQ as “the only one doing tax efficiency comprehensively across household...
In the News
LifeYield mentioned in The Financial Revolutionist
New York, July 7, 2017- LifeYield has been mentioned by The Financial Revolutionist in its weekly briefing, No. 88, as one of the most...
Former Merrill Lynch Executive, Riley Etheridge, Joins LifeYield Advisory Board
BOSTON – July 11, 2017— Riley Etheridge, Jr., CFA, CFP, a former senior executive at Merrill Lynch, has joined the advisory board of...
LifeYield’s Jack Sharry Honored by IMCA
BOSTON, May 2, 2017 --The Investment Management Consultants Association® (IMCA®) presented several prestigious awards today at its 2017...
LifeYield Advantage Suite™ Surpasses 75,000 Advisor and Investor Users
Increase aligns with recent Hearts & Wallets research finding investors value and will pay for tax optimization BOSTON - February 6,...
LifeYield Helps Advisors and Firms Meet New DOL Fiduciary Standards
Boston, Massachusetts, June 6, 2016 – LifeYield, LLC, announced its tax-smart multi-account portfolio management software enables financial...
LifeYield Provides Investors Tax-Smart Household Portfolio Management in Quicken 2016 Products
February 1, 2016, Boston, MA – LifeYield, LLC, the leading provider of tax-smart household portfolio management software to financial...
Jefferson National Selects LifeYield to Power New Asset Location Tool for RIAs, Fee-Based Advisors and the Clients They Serve
February 1, 2016, Boston, MA – LifeYield, LLC, the leading provider of tax-smart household portfolio management software to financial...
Study Finds LifeYield a Top Guidance Provider Again
Boston, MA Feb. 2, 2015 – While "death and taxes" are said to be inevitable, studies of investors and their experience in receiving advice...