LifeYield’s Jack Sharry, writes riveting post-robo world article for Investments & Wealth Institute

By Jack Sharry | February 22, 2018 | News

Read the “Disruptive Trends” issue of Investments & Wealth Institude (Formerly IMCA) Monitor – “Connecting the Dots: Digitally Enhanced, Multi-Account Portfolio Advice Will Rule the Post-Robo World”

“By taking full advantage of the advances in multi-account technology, advisors are now able to provide smarter, more-comprehensive advice and improved investor outcomes, allowing investors and advisors alike to make and keep more money. The emerging post-robo world provides significant and quantifiable benefits for clients, advisors, and firms.” 

Click here to read the article by LifeYield’s Jack Sharry via Investments & Wealth Monitor/Journal of Investment Consulting.

 

About Investments & Wealth Institute
Established in 1985, Investments & Wealth Institute, formerly IMCA, is a nonprofit professional association and credentialing organization with individual members and certificants in 37 countries around the world. Investments & Wealth Institute members collectively manage more than $2.5 trillion, providing investment consulting and wealth management services to individual and institutional clients.
For more information, please visit: https://investmentsandwealth.org
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.