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  • Balancing Technology and Personalization and Giving Digestible Advice with John Thiel
  • Book a Demo
  • Behavioral Psychology and Supporting Proactive Advisors with Eric Clarke
  • Elwell Client Success Story
  • Building Your Firm’s Tech Stack with Jud and Kim Mackrill
  • eMoney - How Financial Advisors Will Come Out on Top in the Post-Robo World
  • Creating Digital Marketplace Platforms with Keith Gregg
  • Driving Digital and Communicating Effectively with Samantha Russell and Matt Nollman
  • Creating the Ideal Client Experience with Scott Holsopple
  • How Financial Advisors Will Come Out on Top in the Post-Robo World
  • Improving Aftertax Returns...
  • Improving Financial Outcomes and Client Confidence
  • Experimentation, the Impact of Consumer Trends, and How Tech Will Transform the Advisor Space with Dani Fav‪a‬
  • Introducing WealthTech on Deck
  • Helping Your Clients Transition Into Retirement and the Importance of Innovation with Steve Gresham
  • Know The Score: An Independent Validation of LifeYield by E&Y - Hubspot
  • Holistic Solutions, Intelligent Automation, and the Future of Asset Management with Yaqub Ahmed and Harshendu Bindal
  • Human Intervention and the Rise of FinTech with Paul Deer
  • Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes
  • Implementing UMH Overlays and Amplifying Existing Systems with Martin Cowley
  • Retirement Planning and Delivery - MMI Perspective
  • How Tech Drives Innovation & Accelerating Through Integration with Andrew Salesky
  • Riskalyze Whitepaper
  • Ryan C. Client Success Story 1
  • Innovating and Integrating Tech in the Financial Industry with Heather Kelly
  • Integrating Advanced Risk and Tax Management in UMAs with Lee Chertavian
  • Ryan C. Client Success Story 2
  • Keep It Simple, Score Everything, and Other Lessons From LifeYield with Mark Hoffma‪n‬
  • LifeYield Social Security+ One-Pager
  • LifeYield Tax-Smart Withdrawals One-Pager
  • Personalization, Scaling Efficiently, and Serving the Underserved with Ed Murphy
  • Portfolio Integration and Connecting the Financial Dots with Eric Lordi & Rose Palazzo
  • Quantifying Value, Rollovers and Retirement, and Connecting the Dots with Harry Bartle and Steve Zuschin
  • The Future of Human & Digital Advice, Why Tech Matters, and the Power of Personalization with Cheryl Nas‪h‬
  • Narrative Economics and Leveraging Data Sets with John Connors
  • Optimization and Personalization Using Algorithms with Dana D’Auria
  • The LifeYield Asset Location One-Pager
  • The LifeYield Tax Harvesting One-Pager
  • The LifeYield Technology Library One-Pager
  • The Power of Software and Navigating an Ever-Changing Retirement Landscape with Mary Beth Franklin
  • The Power of UMH with Len Reinhart
  • Risk Management Tools and the Future of Behavioral Finance with Daniel Crosby
  • Transforming the Financial Decision-Making Process with Michael Liersc‪h‬
  • Using Transparent Data and Personalization to Build Trust and Improve Client Outcomes with Lori Hardwick
  • Social Security Optimization with Alyson Dorosky
  • Social Security Optimization with Jeff Quigley
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  • Tax-Smart Withdrawals
  • Unified Managed Household
• Webinars

Posts

• 10 actionable Twitter strategies for advisors
• 20 financial services leaders to follow on LinkedIn
• 5 Key Takeaways from Schwab IMPACT 2019
• A disruptive look at the confluence of digital and human advice
• Aaron Klein sells against fear and risk in San Antonio -- and hits back at competitors
• Account Aggregation vs. Smart-Householding: Going beyond a view to action
• Account Consolidation Leader, Albridge Solutions, Partners with Transactional UMH Leader, LifeYield, LLC
• Adding value to client conversations in times of market volatility
• AdviceTech.LIVE: Summarizing of the Future of FinTech
• Andrew Gluck of Advisors4Advisors Writes About LifeYield
• Are your clients ready for their Social Security Administration visit?
• BooST Your Practice with Themes from Chalice 2020
• Can checking a portfolio’s tax efficiency be as easy as checking a credit score?
• Can your clients benefit from an asset location strategy?
• Clients Need Help Finding the Right Time to File for Social Security Benefits
• Closing the gap between perception and reality in financial planning
• Differentiate your practice through smart-householding
• Digital plus human equals the future of advice
• Envestnet | Tamarac Announces Integration with LifeYield
• EQIS to Offer Advisors LifeYield’s Social Security Advantage Tool
• Ernst & Young Validates LifeYield ROI™ Can Deliver Up To 20% More Retirement Income
• Filing for Social Security Isn’t Always an Individual Process
• Filing for Social Security while SSA offices remain closed
• Financial Advisors are "Positive" about LifeYield ROI™
• Financial Industry Veteran, J.C. Massar, joins LifeYield Advisory Board
• Former Merrill Lynch Executive, Riley Etheridge, Joins LifeYield Advisory Board
• Four major enhancements to the LifeYield Advantage Suite®
• Franklin Templeton Chooses LifeYield
• Getting Started with Facebook for Advisors
• Householding: the strategy shaking up wealth management today
• How advisors can battle consumer misconceptions around Social Security
• How advisors can develop a strong LinkedIn presence
• How LifeYield Found the Johnson’s an Extra $100,000 in Social Security Benefits
• How one advisor leveled-up his practice with simple scoring systems
• How Asset Location Can Minimize Taxes
• How should my clients file for Social Security?
• How to create tax-smart retirement income
• How to talk to clients about tax-smart investing
• Improve clients’ retirement income with insights from the Retirement Management Forum
• How to Show the Benefits of Tax-Smart Income Planning
• Industry Thought Leader, Len Reinhart, Joins LifeYield, LLC Advisory Board
• ING Selects LifeYield to Provide ING Advisors with Tax-Smart Retirement Income Software
• Ideas for Convincing Clients of the Value of Household-Level Rebalancing and Tax-Efficient Investing
• InvestmentNews Features LifeYield
• Jack Sharry and Ken Yarbrough to be Featured Presenters at the Retirement Income Industry Association's 2010 Spring Conference
• Improve Client Financial Outcomes with Tax-Smart Withdrawals
• Jackson Integrates LifeYield’s Smart Householding Tech to Spotlight Tax-Efficient Annuities
• Jefferson National Selects LifeYield to Power New Asset Location Tool for RIAs, Fee-Based Advisors and the Clients They Serve
• John Thiel Joins LifeYield Fiduciary Board
• Jud Mackrill, Carson CMO & Mineral Co-Founder, Joins LifeYield Advisory Board
• Lessons from his Nobel Laureate Father: Paul Samuelson Addresses Year-Round Household Tax Management
• LifeYield adds Fintech Veteran Harry Bartle to Expand Enterprise Channel
• LifeYield Advantage Suite™ Surpasses 75,000 Advisor and Investor Users
• LifeYield and Envestnet | Yodlee Partner
• LifeYield Announces Enhancements to LifeYield Social Security Advantage
• Know the Limits of Account-Level Tax Loss Harvesting
• LifeYield Announces Integration with Schwab Advisor Services™
• LifeYield Announces Relationship With Mercer Advisors
• LifeYield Announces Strategic Partnership with United Planners Financial Services
• LifeYield Brings Tax-Smart Optimization Tech to Orion
• LifeYield featured in Financial Advisor IQ
• LifeYield Featured in Marketwatch Article
• LifeYield featured in Wealthmanagement.com: The Daily Brief
• LifeYield Featured on Financial Planning
• LifeYield Featured on Financial Planning
• LifeYield Featured on FintekNews
• LifeYield Featured on Global Banking & Finance Review
• LifeYield Featured on InvestmentNews
• LifeYield Featured on Morningstar.com
• LifeYield Featured on PLANADVISER
• LifeYield Featured on WealthManagement.com
• LifeYield Forms Advisor Solutions Group to Support Independent Broker Dealer Financial Advisors and Registered Investment Advisors
• LifeYield Fortifies AdvisorPeak With Industry-First Tax-Smart Asset Location and Smart-Household Rebalancing
• LifeYield founder, Hoffman – one of “Ten to Watch” in WealthManagement.com
• LifeYield Helps Advisors and Firms Meet New DOL Fiduciary Standards
• LifeYield Helped Advisors Create $11B of Potential Retirement Wealth in 2020
• LifeYield in the news 04-15-2012
• LifeYield Helped Advisors Create $2.9B of Potential Retirement Wealth in Q1 2021
• LifeYield in the news 05-17-2012
• LifeYield in the news 06-14-2012
• LifeYield in the news 09-29-2011
• LifeYield in the news 10-26-2011
• LifeYield Introduces the Taxficient Score and Integrates with Riskalyze
• LifeYield Investors: Len Reinhart and Ian Sheridan, featured in InvestmentsNews Cover Story on VC Investing & LifeYield
• LifeYield launches Direct-to-Advisor Channel
• LifeYield Launches Income Advantage to Help Investors Create a LifeYield Tax-Smart Retirement Income
• LifeYield Launches Major Update to the LifeYield Advantage Suite®: Taxficient Score® Becomes Even More Powerful
• LifeYield Location Swaps Get the "Thumbs Up" from Riskalyze's Aaron Klein in WealthManagement.com's Fintech Report Card
• LifeYield mentioned in The Financial Revolutionist
• LifeYield Mobile™ Available in Web Version
• LifeYield Partners with Allianz Life
• LifeYield Partners with Chalice Financial Network
• LifeYield Provides Investors Tax-Smart Household Portfolio Management in Quicken 2016 Products
• LifeYield Receives Top Rating
• LifeYield Receives Top Rating
• LifeYield Releases the Practice Optimizer
• LifeYield ROI™ Selected by SunTrust for Its Retirement Income Distribution Technology
• LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors
• LifeYield Unlocks $5.3B of Potential Lifetime Social Security Benefits in First Half of 2020
• LifeYield Wins Top Honors as Technology Innovator of the Year
• LifeYield's Jack Sharry, writes riveting post-robo world article for Investments & Wealth Institute
• LifeYield Unlocks $2.3B of Potential Lifetime Social Security Benefits in Q3 2020
• LifeYield's Paul R. Samuelson, writes captivating tax-smart article for InvestmentNews
• LifeYield's Taxficient Score® Selected for Inclusion in LPL Financial’s Vendor Affinity Program
• LifeYield Upgrades Tools for Advisors and Enterprise Clients to Command Greater Wallet Share and New Business
• LifeYield, LLC Announces Company Launch
• LifeYield, LLC Hires Enis Simsek as Chief Technology Officer
• LifeYield, LLC Hires Jack Sharry as Executive Vice President, Strategic Development
• LifeYield, LLC Hires Martin Cowley as Executive Vice President, Product Development
• LifeYield, LLC Hires Thomas Prior as Head of Sales
• LifeYield, Allianz Life Expand Partnership to Help Financial Professionals Increase Retirement Income Potential
• LifeYield, LLC Launches New Retirement Income Website
• LifeYield’s Jack Sharry Honored by IMCA
• LifeYield’s Taxficient Score™ has been selected by the Money Management Institute as a finalist for the 2018 MMI/Barron's Industry Awards
• LPL Financial is the Latest to Select LifeYield
• Mark Hoffman, LifeYield CEO writes about Tax-Loss Harvesting in the Family Wealth Report
• Market Volatility Delivers Opportunity to Identify Long-Term Tax Efficiencies
• Martin Cowley, LifeYield, EVP Product Development weighs in on Portfolio Management via InvestmentNews
• LifeYield’s Advantage Suite® Upgrades Spotlight Social Security Planning and Control in a Storm-Tossed Market
• Martin Cowley, LifeYield, EVP Product Development, shares input on Social Security COLA rates via ThinkAdvisor.com
• MMI Names Two Industry Originators as 2009 Pioneers
• Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes
• Making the Most of Client Account Management
• MoneyGuidePro and LifeYield Integrate
• Morgan Stanley and LifeYield Partner
• My journey with a Financial Advisor: A Millennial Investing Story
• Marketing Leader John Wernz Joins LifeYield’s Advisory Board
• New Release: A cornucopia of new client engagement goodies for Fall 2020
• New Release: One small step for LifeYield, one giant leap for advisors
• New Social Security Optimizer from Quicken and LifeYield Simplifies Retirement Planning
• Overheard at the Wealth Management Industry Awards Tech Roundtables
• Product Update - April 2019 Release Notes
• Retirement Income Is Getting Hot. That’s Good and Bad.
• Robos Are the New Walkman. Household Portfolio Management Is the iPhone.
• Russell Investments Announces “Tax-Smart” Partnership with LifeYield LLC
• Setting the Standard: LifeYield Wins 2019 Solutions Provider of the Year
• Social Security Secrets: Breaking Down Survivor Benefits
• Social Security Secrets: What the latest COLA increase means for your clients
• SS&C’s Black Diamond® Wealth Platform Now Integrated with  LifeYield’s Taxficient Score®
• Steve Gresham: More About Death and Taxes
• Steve Zuschin, LifeYield, EVP, Sales, Interviewed about Taxficient Score®
• Study Finds LifeYield a Top Guidance Provider Again
• Study: LifeYield ROI™ Methodology Increases Retirement Income by up to 33%
• SunTrust is First to Launch LifeYield ROI™
• T3ing Off with the Main Themes from T3
• The Benefits of a Tax-smart Asset Location Strategy
• The Building Blocks of Tax-Smart Asset Location
• The Elements of a Smart-Householding Strategy
• The Fundamentals of Engaging Remote Client Meetings
• The Future of Financial Advice at T3: Multi-custodial Data, Optimization & Aggregation to Improve Advisor and Investor Outcomes
• The industry guide to householding
• The market is volatile: What else can advisors talk about?
• The Missing (TD) LINC in your Practice
• The New Trend Shaking up Advisor Tech Platforms
• The Problems with Robos and Other Uncoordinated Strategies
• The Silver Bullet for Delivering Quality Advisor Tech Platforms
• The Smart Way to Pay Taxes on Retirement Savings
• Three Key Themes from the Future of Financial Advice Summit
• Times of Market Volatility Require Advisors to Shift Their Mindsets
• UMH Offers Clarity, Confidence to Wealthy
• United Planners Financial Services Chooses for its Advisors LifeYield's Tax-Smart Retirement Income Software
• VanEck Launches ETF Focused on Video Gaming, Esports: Portfolio Products
• Vestigo Ventures Featured on RIABiz
• What about the Wholesaler?
• What is Asset Location?
• What is householding?
• What's a FinMason and how did it find favor with Orion as a lite and heavy?
• Why advisors should adopt an asset location strategy
• Why New Tax Rules Make Roth Accounts Better Than Ever

Resources

• Adding Value to Conversations in Times of Market Volatility
• Balancing Technology and Personalization and Giving Digestible Advice with John Thiel
• Case Study: How Ryan C turned a $1.8 million prospect into a client
• Behavioral Psychology and Supporting Proactive Advisors with Eric Clarke
• Building Your Firm’s Tech Stack with Jud and Kim Mackrill
• Case Study: Ryan C reduces volatility and taxes leveraging Portfolio Advantage
• Case Study: Steven Elwell lands new client with LifeYield
• FPPad
• FPPad at Schwab IMPACT 2018
• Creating Digital Marketplace Platforms with Keith Gregg
• Driving Digital and Communicating Effectively with Samantha Russell and Matt Nollman
• Creating the Ideal Client Experience with Scott Holsopple
• How Advisors can Attract and Retain Clients in Volatile Markets
• Experimentation, the Impact of Consumer Trends, and How Tech Will Transform the Advisor Space with Dani Fav‪a‬
• How Financial Advisors Will Come Out on Top in the Post-Robo World
• How Jackson is Adding Value to Conversations Through FinTech
• How to Maximize Social Security Benefits
• Helping Your Clients Transition Into Retirement and the Importance of Innovation with Steve Gresham
• How to Prospect and Convert Digital Leads Remotely
• Holistic Solutions, Intelligent Automation, and the Future of Asset Management with Yaqub Ahmed and Harshendu Bindal
• Identifying Opportunities to Add Value in Times of Market Volatility
• Improving After-Tax Returns, Retirement Income, and Bequests through Tax-Smart Household Management
• Improving Financial Outcomes and Client Confidence
• Introducing the WealthTech on Deck‪ Podcast
• Human Intervention and the Rise of FinTech with Paul Deer
• How Tech Drives Innovation & Accelerating Through Integration with Andrew Salesky
• Know The Score: An Independent Validation of LifeYield by E&Y
• Implementing UMH Overlays and Amplifying Existing Systems with Martin Cowley
• LifeYield Demo: How to achieve tax-efficient investing with the Taxficient Score^®
• Modern Wealth: The Roadmap to Improved Investor and Advisor Outcomes
• Panel: Household Asset Location, Our Industry’s Next Big Disruption
• Innovating and Integrating Tech in the Financial Industry with Heather Kelly
• Proven Digital Strategies for Landing New Clients
• Integrating Advanced Risk and Tax Management in UMAs with Lee Chertavian
• Retirement Planning and Delivery: An MMI Perspective
• Scoring: The Silver Bullet for Engaging Client Meetings
• Keep It Simple, Score Everything, and Other Lessons From LifeYield with Mark Hoffma‪n
• Taxficient Score^® Live with Steve Zuschin
• LifeYield Asset Location One-Pager
• The Future of Financial Advice: Improving Investor Outcomes through Risk-Smart and Tax-Smart Household Management
• Webinar Recording: Riskalyze + LifeYield Partner Event
• LifeYield Social Security+ One-Pager
• What is Smart-Householding?
• LifeYield Tax Harvesting One-Pager
• Personalization, Scaling Efficiently, and Serving the Underserved with Ed Murphy
• Portfolio Integration and Connecting the Financial Dots with Eric Lordi & Rose Palazzo
• LifeYield Tax-Smart Withdrawals One-Pager
• Quantifying Value, Rollovers and Retirement, and Connecting the Dots with Harry Bartle and Steve Zuschin
• Narrative Economics and Leveraging Data Sets with John Connors
• The Future of Human & Digital Advice, Why Tech Matters, and the Power of Personalization with Cheryl Nas‪h‬
• The LifeYield Technology Library One-Pager
• Optimization and Personalization Using Algorithms with Dana D’Auria
• The Power of Software and Navigating an Ever-Changing Retirement Landscape with Mary Beth Franklin
• The Power of UMH with Len Reinhart
• Transforming the Financial Decision-Making Process with Michael Liersc‪h‬
• Using Transparent Data and Personalization to Build Trust and Improve Client Outcomes with Lori Hardwick
• Risk Management Tools and the Future of Behavioral Finance with Daniel Crosby
• Social Security Optimization with Alyson Dorosky
• Social Security Optimization with Jeff Quigley

Videos

• FPPad
• FPPad at Schwab IMPACT 2018
• How to Maximize Social Security Benefits
• LifeYield Demo: How to achieve tax-efficient investing with the Taxficient Score®
• Taxficient Score^® Live with Steve Zuschin
• Webinar Recording: Riskalyze + LifeYield Partner Event
• What is Smart-Householding?

Webinars

• Adding Value to Conversations in Times of Market Volatility
• How Advisors can Attract and Retain Clients in Volatile Markets
• How Jackson is Adding Value to Conversations Through FinTech
• Identifying Opportunities to Add Value in Times of Market Volatility
• Proven Digital Strategies for Landing New Clients
• Scoring: The Silver Bullet for Engaging Client Meetings