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LPL Financial is the Latest to Select LifeYield

By Oisin Breen | June 6, 2018 | News

“LifeYield further supports the advisor’s ability to manage and grow their businesses and provide even greater value in affiliation with LPL.”

Andy Kalbaugh
Managing Director, Divisional President at LPL Financial

“LifeYield has the potential to really put asset location on the map in a way that existing software hasn’t…shifting it from behind-the-scenes…into a client-facing discussion that helps demonstrate an advisor’s prospective value.”
Michael Kitces
Publisher, & Partner at Pinnacle Advisory Group

Read the full feature story in RIABiz by clicking here


About LifeYield
LifeYield (, 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