Category: News

Jun 22

YieldX Announces Partnership with Jefferies to Empower Advisors with Optimized, Yield-Driven Portfolio Construction Suite

After a successful pilot, Jefferies expands its partnership with YieldX to offer more advisors access to leading yield-driven portfolio construction tools. MIAMI, FL – June 22, 2022 — YieldX, a FinTech company reimagining fixed income investing, today announced a partnership with Jefferies. Jefferies’ Wealth Management advisors will now be able to access and leverage the full YieldX solution set to broaden the firm’s current offering…

Apr 25

Stewart Russell Featured on Bloomberg Radio

Listen in as Stewart Russell, Chief investment officer of YieldX, discusses the latest on the markets with Rishaad Salamat and Bryan Curtis on Bloomberg Daybreak Asia.

Apr 20

YieldX is a WealthTech 100 Company

We’re proud to announce that YieldX is a WealthTech100 company! As the WealthTech sector continues to grow rapidly, it’s an honor to be recognized among this competitive field for our innovative use of tech to solve a significant industry problem.     Read more here.

Apr 6

YieldX Joins Schwab Advisor Services’ Provider Listings Program

YieldX, a fintech company reimagining fixed income, announced today that it is now participating in the Schwab Advisor Services Provider Listings program. The program, which launched in 2013, is a dedicated space for independent registered investment advisors (RIAs) to research and learn about third-party technology providers serving the RIA industry and the solutions they offer. Founded in 2019, YieldX recently closed its Series A funding, backed by…

Apr 1

Stewart Russell Featured on Yahoo! Finance

YieldX CIO Stewart Russell and Upholdings Portfolio Manager Robert Cantwell join Yahoo Finance Live to reflect on the first quarter of 2022, how the markets are pricing in inflation and future Fed interest rate hikes, and how Netflix and oil prices may return to pre-pandemic norms.   Watch the full interview here. 

Mar 31

Forbes: Five Ways Direct Indexing Could Change Financial Planning

Whether it be shoes, phone cases or coffee mugs, the age of personalization is upon us. Not only is getting something off-the-shelf now almost considered a faux pas, but it also leaves you asking yourself, “Could this better suit my needs?” The same principle now applies to financial planning. Today’s investors want their portfolios tailored to them but don’t want to pay more for the…

Mar 17

Stewart Russell Featured on Bloomberg Radio

Listen in as Stewart Russell, Chief Investment Officer at YieldX, discusses the outcome of the March 16 Fed Meeting with Juliette Saly and Doug Krizner on Bloomberg Daybreak Asia.  

Mar 9

Rize and YieldX Partner to Reimagine High Yield Savings

Arlington, Virginia: March 9, 2022 — Rize Money Inc., a fintech infrastructure platform, and YieldX, a fintech company modernizing and personalizing income investing, today announced a strategic partnership and the release of the Rize Target Yield Account (TYA), a high yield account backed by fiat currency. Fintechs, brands, and banks can now leverage the new TYA to offer a risk-optimized savings-centric product that seeks to…

Mar 2

The Fed Is Missing On Price Stability

The Fed has a dual mandate of price stability and full employment, and they are badly missing on the price stability part right now, says Stewart Russell, Chief Investment Officer at YieldX. He thinks we will be hearing the term stagflation going forward, he adds. Stewart says the economy is slowing, but continues to grow. We have seen a huge move on interest rates in…

Feb 23

Wealth Solutions Report: Edmond Walters Joins YieldX Board of Advisors

With the end of February upon us, Wealth Solutions delivered the latest installment of their monthly Transitions, Transactions & Promotions column, highlighting noteworthy activity in advisor transactions, M&A, promotions, people moves and strategic alliances. Here is what they reported on YieldX’s latest news: Edmond Walters Joins YieldX Board of Advisors Income investment analytics and modeling platform provider YieldX announced that the Founder of eMoney Advisor and Apprise Labs, LLC, Edmond Walters, joined its…