Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
In markets, surprises are rarely pleasant. And over the past few months, tariffs have delivered more than their fair share. This moment serves as a vivid case study in the behavioral side of market reactions; how uncertainty, more than policy and fundamentals themselves, can be the greatest source of volatility.
This strategic divestiture positions Yodlee for accelerated growth and continued client support under STG's stewardship. Founded in 2002 and previously known as Symphony Technology Group, STG has a proven history of propelling market leaders through its deep experience, flexible approach, and over $12 billion in assets under management as of March 2025. Yodlee, a leader in open finance, data aggregation, and analytics, will become part of STG's expanding global technology portfolio that includes prominent companies such as RSA, Trellix, and SurveyMonkey.