LifeYield Announces Strategic Partnership with United Planners Financial Services
LifeYield to Showcase Taxfcient Score at United Planners Annual Partners Conference May 30 - June 1, 2018 BOSTON - May 9, 2018 - LifeYield,...
In the News
LifeYield adds Fintech Veteran Harry Bartle to Expand Enterprise Channel
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
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
-- 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
Read the "Disruptive Trends" issue of Investments & Wealth Institude (Formerly IMCA) Monitor - "Connecting the Dots: Digitally...
Morgan Stanley and LifeYield Partner
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
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
"Mark Hoffman's latest fintech venture was born out of a discussion between his longtime business partner, Paul Samuelson, and Samuelson's...
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...