SEI Acquires LifeYield with Mark Hoffman and Paul Samuelson

This week, Jack Sharry is joined by LifeYield co-founders Mark Hoffman and Paul Samuelson to discuss SEI’s acquisition of LifeYield. They explore the strategic implications for LifeYield, the integration of multi-account management, and the benefits of Unified Managed Household for clients and the broader industry. They also discuss the comprehensive service capabilities the SEI-LifeYield partnership provides, focusing on improving financial outcomes through advanced tax optimization and holistic portfolio management.