News from lifeyield llc A wide array of domestic and global news stories; news topics include politics/government, business, technology, religion, sports/entertainment, science/nature, and health/lifestyle.

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Jan 22, 2020, 08:47 ET LifeYield Surpasses $1 Trillion in Assets on Platform, Providing Tax-Smart Software to Over 90,000 Financial Advisors

LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household portfolio,...


Dec 18, 2019, 08:47 ET LifeYield Brings Tax-Smart Optimization Tech to Orion

LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household portfolio,...


Dec 04, 2019, 08:47 ET LifeYield Announces Integration with Schwab Advisor Services™

LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household portfolio,...


Oct 17, 2019, 08:47 ET MMI/Barron's Names LifeYield "Solutions Provider of the Year"

LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household portfolio,...


Jul 31, 2019, 08:48 ET LifeYield's Suite of Tax-Smart Household Portfolio Management Tools Now Available Through Chalice Financial Network

LifeYield LLC, the industry leader in tax-smart, household-level portfolio management software, today announced a strategic alliance with Chalice...


Jul 24, 2019, 08:48 ET LifeYield Partners with Allianz Life to Offer Financial Professionals Access to LifeYield's Social Security Advantage

LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household portfolio,...


Feb 20, 2019, 08:30 ET LifeYield Launches Taxficient Asset Location Swaps: A Unique, Step-by-Step Approach to Improving Investor After-tax Returns

LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household portfolio,...


Jan 30, 2019, 10:00 ET LifeYield Announces Partnership with Envestnet | Yodlee

LifeYield (www.lifeyield.com), a leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household...


Dec 17, 2018, 08:30 ET EQIS to Offer Advisors LifeYield's Social Security Advantage Tool

LifeYield LLC, a leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household portfolio,...


Sep 06, 2018, 08:30 ET SS&C's Black Diamond® Wealth Platform Now Integrated with LifeYield's Taxficient Score™

LifeYield LLC, the industry leader in tax-smart, risk-smart household-level portfolio management software announced today an integration with SS&C's...


Jul 18, 2018, 08:30 ET LifeYield Launches Major Update to the LifeYield Advantage Suite®: Taxficient Score® Becomes Even More Powerful

LifeYield LLC, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire household portfolio,...


May 30, 2018, 08:30 ET LifeYield's Taxficient Score Selected for Inclusion in LPL Financial's Vendor Affinity Program

LifeYield, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire portfolio, announced today that ...


May 09, 2018, 08:30 ET LifeYield Announces Strategic Partnership with United Planners Financial Services Making Taxficient Platform Available to Hundreds of Financial Advisors

LifeYield, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire portfolio, announced today its...


Apr 10, 2018, 08:30 ET LifeYield Adds Fintech Veteran Harry Bartle to Expand Enterprise Channel

LifeYield, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire portfolio, announced today that ...


Mar 13, 2018, 08:30 ET LifeYield Launches Direct-to-Advisor Channel

LifeYield, the leading cloud-based solution that facilitates tax-smart, risk-smart management of an investor's entire portfolio, is making its...


Feb 07, 2018, 08:45 ET LifeYield Introduces the Taxficient Score and Integrates with Riskalyze

Consumers have long understood the impact their personal credit scores have on their financial lives. Now, for the first time, financial advisors...


Jul 11, 2017, 08:30 ET Former Merrill Lynch Executive, Riley Etheridge, Joins LifeYield Advisory Board

Riley Etheridge, Jr., CFA, CFP, a former senior executive at Merrill Lynch, has joined the advisory board of LifeYield, a transformative software...