LifeYield Expands Advisor Solutions Group
BOSTON, MA, January 24, 2011 – LifeYield, LLC, a developer of tax-smart household management software solutions that produce better after-tax returns, today announced that Ann St. Peter has joined the firm as Vice President, Advisor Solutions Group. Prior to LifeYield, Ms. St. Peter was an internal wholesaler with Eaton Vance and Manulife Financial where she worked with financial advisors covering a range of financial products, including managed accounts, mutual funds, variable and fixed annuities and alternative investments. She holds a Master of Science in Investment management from Boston University.
"Our fast growing customer base of financial advisors demands we expand our capabilities to support them," said Mark Hoffman, LifeYield's CEO and Co-founder. "Ann has deep experience in working directly with advisors, understanding the issues they face and showing how to solve them so they can grow their businesses."
Ms. St. Peter joins LifeYield's Advisor Solutions Group, which is led by Tom Prior and Jack Sharry, LifeYield's Head of Sales and EVP, Strategic Development, respectively. Danielle Driscoll and Denis O'Connell, each a Vice President of the firm fill out the team and have significant experience servicing financial advisors.
The LifeYield Advisor Solutions Group provides training, best practices and operational support for Independent Broker Dealers (IBD) and Registered Investment Advisors (RIAs) in helping them maximize their clients' ability to achieve more income in retirement, and to listen to feedback and feature requests from advisors to continually help improve LifeYield's software offerings.
About LifeYield, LLC
LifeYield builds software solutions for advisors to increase investment returns and income distributions. A web-based, tax-smart household management solution, LifeYield ROI™ suggests the most tax-efficient sequence to grow and withdraw assets across multiple taxable and tax-advantaged accounts while automating time-consuming tasks. LifeYield ROI Illustrator™ enables advisors to show clients the benefits of working with an advisor using LifeYield ROI. The company's mission is to provide financial advisors, including trust officers, brokers and wealth managers, with leading edge solutions for generating an enhanced and sustainable outcome during the accumulation and de-cumulation phases of an investor's lifetime. For more information, please visit: www.lifeyield.com.
LifeYield's Tax-Smart Software
Helps financial advisors simplify and maximize clients' retirement income.
What People Are Saying
"Our studies show top advisors spend 1-3 hours completing a comprehensive cash harvest; advisors observed the LifeYield ROI™ tool will do it within seconds and ensures consistency of process and outcome."
Warren Cormier, President, Boston Research Group and Co-Founder, Behavioral Finance Forum