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  • Safi Bello

Morgan Stanley and LifeYield Partner to Empower Financial Advisors to Offer Tax-Efficient Investing

Morgan Stanley press release November 30, 2017 --------- Morgan Stanley and LifeYield, LLC announced today the formation of a strategic relationship whereby LifeYield’s Advantage Suite™ software has become an integral component of Morgan Stanley Wealth Management’s Goals Planning System (GPS). Integrated with the other tools already available to the Firm’s 16,000 Financial Advisors, the Advantage Suite will help streamline the process they use to review their clients’ total household holdings for the purpose of implementing tax-efficient strategies. To learn more click on the picture below to read the release.

Morgan Stanley and LifeYield Partner to Empower Financial Advisors to Offer Tax-Efficient Investing Solutions to Wealth Management Clients - Read More from Morgan Stanley

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