LifeYield featured in Financial Advisor IQ

By LifeYield | August 11, 2017 | News

August 9, 2017 – LifeYield featured in Financial Advisor IQ as “the only one doing tax efficiency comprehensively across household accounts.”

Wealth industry experts say a growing recognition of the value of rigorous tax efficiency across household accounts gives traditional financial advisors a potential advantage over no-frills rivals. This article…looks at ways advisors use off-the-shelf and purpose-built technology to provide comprehensive advice for entire families.”

To read more, click here.

 

About Financial Advisor IQ
Financial Advisor IQ is one of the fastest growing advisor resources. An information service of Money-Media, a Financial Times Company.
For more information, please visit- https://www.financialadvisoriq.com/.
About LifeYield
LifeYield (www.lifeyield.com), creators of the Taxficient Score®, is the industry innovator and leader in facilitating tax-smart, risk-smart household portfolio management. LifeYield's Advantage Suite® enables financial advisors to provide a comprehensive, tax-aware view of a client's entire investment and insurance portfolio, including easy-to-use tools to engage clients so they make and keep more money, and achieve their financial goals.
Based in Boston and founded by finance and technology industry leaders, LifeYield believes that by leveraging digitally enhanced advice advisors can improve investor outcomes and enhance the value and experience of support goals-based wealth management strategies.
For more information, please visit www.lifeyield.com.