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LifeYield and Playbook partner to provide investment planning for Millennials

By Delisha Fernandes

May 31, 2023

  • Accounts
  • Assets Under Management
  • Digital Financial Services

LifeYield LifeYield, a FinTech provider in tax-efficient investing and income optimisation, announced its partnership with Playbook, a digital platform serving early-career investors with financial planning and tax-efficient investing advice so they can achieve financial freedom.

Playbook has integrated LifeYield technology into its platform tailored for millennial and Gen Z investors and its new Playbook at Work offering for employers. Playbook at Work encourages employees to save by illustrating how tax-smart investing and multi-account portfolio management can accelerate their wealth creation.

“Only 12% of millennials are contributing to retirement accounts, even though 80% of them say saving for retirement is a top priority,” said Dave Hegarty, founder and chief executive officer of Playbook. “Playbook takes the best advice from a wealth advisor and uses software to personalise and automate it to help people achieve financial freedom to live the lives they want sooner.”

Mark Hoffman, co-founder and chief executive officer LifeYield, said, “Playbook joins his company’s growing list of customers, including many major financial services firms, building comprehensive advice platforms to generate more robust investor returns and increase the firm’s Assets Under Management (AUM).’’

Hoffman added, “Playbook shows people in their 20s and 30s how to invest like the rich — by paying less taxes. Playbook offers comprehensive financial advice for a low monthly fee, and it helps users create personalised financial plans and start saving automatically in tax-advantaged accounts.’’

LifeYield is a technology company that improves investor outcomes by minimising investment taxes and maximising retirement income.

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