A growth mindset is crucial for companies and individuals operating in the wealth and asset management space. This week’s guest on the WealthTech on Deck podcast, Tim Williams, works to help industry professionals advance their careers in his role as EVP of Education Initiatives at the Money Management Institute. Tim’s recipe for career growth consists of three main ingredients: avoid the pitfalls of “short-termism,” expand your network to connect with other innovators, and learn from the industry’s past to shape its future. Above all, remember that “what got you here is not going to get you there,” and maintain a constant focus on advancing your skill set. https://lnkd.in/eYa8Fksr
LifeYield
Financial Services
Boston, Massachusetts 1,537 followers
Wealth technology that helps advisors and firms coordinate a Unified Managed Household.
About us
LifeYield is a technology company that improves investor outcomes by minimizing investment taxes and maximizing retirement income. Major financial services firms like Morgan Stanley, Franklin Templeton, JP Morgan, SEI, Merrill, Ameriprise, Allianz, and New York Life partner with LifeYield. They use LifeYield APIs inside their proprietary platforms to automate ongoing asset location, tax harvesting, transitions, withdrawals, multi-account rebalancing, Social Security strategy, and retirement income optimization. LifeYield’s approach increases advisor productivity and improves financial results for investors, advisors, and firms by up to one-third. For more information, visit lifeyield.com.
- Website
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http://www.lifeyield.com
External link for LifeYield
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Boston, Massachusetts
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Tax-smart software to maximize returns and income, for accumulation, transition, and retirement, Retirement income software, and unified managed household
Locations
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Primary
175 Federal Street
Boston, Massachusetts 02110, US
Employees at LifeYield
Updates
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The AI revolution isn’t coming – it’s here. And it has the potential to help advisors deliver better advice to more people. According to Rob Pettman, president and CRO of TIFIN, AI has the potential to: 1) “Supercharge” organic growth 2) Increase efficiency 3) Scale Advice In this week’s episode of the WealthTech on Deck podcast, Pettman zeroes in on two types of AI that are relevant to wealth and asset management: supervised AI and generative AI. Listen to the episode to find out what each type of technology has to offer the industry. AI is complex, but it can be made simpler by turning to the right partners. Pettman’s advice is as follows: “Look for partners, inventory the space, see what’s possible.” https://lnkd.in/dqZTW5Cy
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At LifeYield, we're focused on understanding the dynamics of market innovations and investment trends. The latest Financial Advisor Magazine article from Jack Sharry, chief growth officer, sheds light on the impediments to making UMH strategies real. This must-read article will allow you to gain valuable perspectives on overcoming current challenges and demonstrate how to implement UMH. Dive into the full article here: https://lnkd.in/epkxBycV
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This week’s guest on WealthTech on Deck said he knows what it’s like to “take it on the chin.” He’s Robbie Cannon, founder, board member, and former CEO of RIA Horizon Investments®. He started the goals-based asset manager 25 years ago, right before the dot-com bubble burst. He told podcast host Jack Sharry that successful entrepreneurs will figure out how to weather the markets. Horizon did. Listen to Cannon’s thoughts on the future of asset management and fintech and what he’s doing to help emerging asset managers gain distribution and compete in today’s marketplace. https://lnkd.in/dTDGDRUz
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Our partners at Money Management Institute (MMI) have released their latest edition of their MMI Journal of Investment Advisory Solutions in a brand-new way. The journal now features a new format with an enhanced user experience that was designed to make accessing and sharing the articles most relevant to you and your team easier and more seamless than ever. https://lnkd.in/d8f2xSuN
MMI Journal of Investment Advisory Solutions
mminst.org
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Account-by-account techniques for managing investment risk and tax liability seem sensible. But peer a little deeper, and their flaws are quickly exposed. That’s the argument that LifeYield co-founder and chief investment officer Paul R Samuelson makes in his largest article for FA Magazine. And, frankly, it’s wearing his patience.
Single-Account Tax And Risk Management Fails Most Clients
fa-mag.com
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I decide. Sounds like something a teenager might say. But it’s what financial services clients are thinking, says this week’s WealthTech in the Weeds guests. Michael Liersch, head of advice and planning at Wells Fargo, joined host Jack Sharry and LifeYield’s Harry Bartle for a rousing conversation about how the financial services industry underestimates clients’ savvy and desire for autonomy. Liersch described how Wells Fargo’s LifeSync financial planning experience lets customers express and expand on their goals, survey their accounts, and learn more about core financial principles. Listen to find out what has attracted more than 4 million users to LifeSync and how Wells Fargo’s bankers and financial advisors stand ready to support them. https://lnkd.in/ddyFpKsb
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Today’s final #NationalInternDay intern spotlight is Damon Alexander, Sales Intern. Your dedication and fresh perspective have made an impact on our team. Thank you to all of our interns for your hard work and for bringing such positive energy to our office. Here’s to celebrating you all today and looking forward to all the great things you'll continue to achieve!
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For #NationalInternDay, we're featuring Kayla Quigley, Marketing Intern. Kayla's impressive drive and creativity have made her a valuable member of our LifeYield team. We're looking forward to seeing all of the incredible things she will accomplish in the future!
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Today's #NationalInternDay spotlight is Tait Kline, Software Engineer Intern. We appreciate your tenacity, teamwork, and dedication throughout your internship, Tait!
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