LifeYield

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

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

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.

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

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!

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!

Today's #NationalInternDay spotlight is Tait Kline, Software Engineer Intern. We appreciate your tenacity, teamwork, and dedication throughout your internship, Tait!

Build, buy or partner?       That’s what technology, product, and service decisions often come down to in wealth and asset management.    Future success will depend on companies lowering of their ramparts and rethinking what they do and why they do it, says this week’s guest on the WealthTech on Deck podcast.    “You may actually have to engage with what has historically been a competitor,” Mike Lee, global wealth and asset manager leader at EY, told host Jack Sharry. “At the end of the day, the organization will be in a better spot by doing it this way versus the desire to build and own everything on your own.”    Listen to hear more from Lee about trends defining wealth and asset management today.    https://lnkd.in/dkGHjNUU

Today’s intern spotlight is Sean McWhinnie, Sales Intern. We’re thankful for all of Sean’s hustle throughout his internship and look forward to seeing his future success.

National Intern Day is almost here. We’re grateful for all of the hard work and dedication that our interns bring to our team at LifeYield.   This year to celebrate #NationalInternDay we will be shining a spotlight on one of our interns each day this week. Today’s intern is Melanie Becker, Software Engineer Intern.