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Showing 1 - 2 of 2 results for "Life projections"

Lumiant partners with Envestnet | Yodlee

ANDREW MCKEAN  |  THURSDAY, 29 SEP 2022
... "Advisers can now better define specific financial goals for their clients and use that data to power its Best Life projections," Envestnet | Yodlee said. "Additionally, rather than clients having to provide their financial details and balances using ...

Annuities to become more competitive

DARREN SNYDER  |  WEDNESDAY, 15 JUL 2015
... there is a tax strain and you're not optimising the return you're giving to the retiree." Lytas said Plan for Life projections suggest the annuities market will grow from its current market of $11 billion to $23 billion by 2024. But questions remain ...
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