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,...
In the News
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...
LifeYield Integrates Powerful Retirement Income Optimizer with Franklin Templeton
Tech upgrades deepen wealthtech leader’s 13-year relationship with global asset manager BOSTON – August 24, 2021 – LifeYield has enhanced...
John Thiel Joins LifeYield Fiduciary Board
BOSTON – May 18, 2021 – As more of the wealth management industry’s largest institutions use LifeYield’s technology in their unified...
Marketing Leader John Wernz Joins LifeYield’s Advisory Board
BOSTON – May 03, 2021 – Building on a year of momentum in helping the financial industry’s largest institutions maximize retirement income...